Wasn't the whole apple silicon thing about Intel being unable to keep up?

Is this maybe a way to expand the affordable neo line?

Paywall

Would love to see this mean the return of Bootcamp, but that's probably gone forever.

another triumph for x86

> The Journal report said that the U.S. government, which became Intel's largest shareholder last year under a deal with its CEO Lip-Bu Tan, played a major role in bringing Apple to the negotiating table.

Ah, so this wasn't a decision Apple freely made based on technical merits. Instead it sounds more like big government and a fancy stock manipulation scheme.

My guess, Apple drags their feet for a couple years and bails after Trump leaves office(or is significantly weakened after the midterms).

Is this Intel Foundry Services fabbing apple-designed chips, or Apple using Intel-designed chips in their products? I would assume the former but don't see where in the article it says either way.

Big deal, smart for all parties, really. Apple standards will make Intel step up and become a better foundry partner.

Apple will gain increasingly needed diversification.

US supply chain gets a boost.

Should be fine for TSMC in the short to medium term. Apple not going to risk actual mainline iPhone SoC on Intel any time soon, so lion share of TSMC Apple revenue will be fine.

Intel was not "allowed" to fail. (But Spirit Airlines was) and now the stock is at an all time high.

It was only 9 months ago [0] that almost everyone here was bearish (not me [1]). Now it is the opposite.

Next we will here some folks wishing they should have joined Intel when it was $20 a share.

[0] https://news.ycombinator.com/item?id=44675965

[1] https://news.ycombinator.com/item?id=44676641

Intel seems far & away the best at chiplet right now. Foveros, EIMB, etc, and possible Z-Angle next... Intel seems way ahead. They're trying to get to 12x reticle size in 2028, and doing it super smartly (eimb). https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mld...

That alone is a strong reason for Apple to show up. Apple has some pretty wild patents on chiplet System-on-Chip designs! https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mi7...

This is really nice for competition in semiconductor manufacturing. The TSMC quasi-monopoly (with Samsung fabs slightly lagging) and limited capacity is not good for the market. Owning leading edge fabs might also help Intel to keep up the competition in the x86 market. Intel is the underdog now!