Apple has given Intel "a once-in-a-generation window to rebuild its foundry" even if the initial orderflow is quite tentative in its nature, claims the famous Apple-focused analyst, Ming-Chi Kuo. Around 80 percent of Apple's orders for Intel's 18A-P process reportedly consist of iPhone chips, "mirroring Apple's end-device sales mix" As we noted last week, Apple has now reached a preliminary chip fabrication deal with Intel. While the specifics of this agreement are not known at this time, it is likely to resemble the one between Apple and TSMC, where the former designs custom chips based on ARM's intellectual property, while the latter […]
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