It was reported last week that Intel and Apple struck a deal for unknown chips. Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply. [Link: AI Is Reshaping Advanced-Node Resource Allocation: Apple, Intel, and TSMC in a Three-Way Shift | https://x.com/mingchikuo/status/2054987772289810884 | X (formerly Twitter)]
It was reported last week that Intel and Apple struck a deal for unknown chips. Now supply chain analyst Ming-Chi Kuo reports Intel is manufacturing “low-end/legacy” chips for iPhones, iPads, and Macs, the majority for the phones. The scale is small though, with TSMC set to retain 90 percent of Apple’s chip supply.
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