Apple, Intel have reached preliminary chip-making deal

Posted by scrlk 20 hours ago

Apple, Intel have reached preliminary chip-making deal(www.reuters.com)

220 points | 136 commentspage 2

jauntywundrkind 19 hours ago|

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...

topspin 18 hours ago|

Yes, Intel is actually competitive again. Between working backside power, the most advanced chiplet packaging tech going, 18A yields steadily improving, and other good news, Intel is really on plane. Now they've landed both SpaceX and Apple.

It's good to see. Guess they were worth saving. I do hope their abandonment of discrete desktop GPU is temporary.

OhMeadhbh 18 hours ago||

how do you get to the content? I keep getting a 401 and a message to "enable JS and disable any ad blocker" even though JavaScript(tm) is enabled and I don't have an ad blocker. Do you have to use Safari or Edge or something?

IsTom 17 hours ago|

Well, I'm using uBlock Origin on Firefox and can see the content just fine. So maybe that's the way.

ecommerceguy 19 hours ago||

Ah yes the classic pump. Has a 3x parabolic move ever maintained price over extended periods of time?

harywilke 15 hours ago||

"In general, we want to and have been helping Intel," the official said, adding the effort was not because of the equity stake in Intel, but because the company is a major U.S. semiconductor producer. "We have been trying to drum up business for Intel."

-dystopian

dyauspitr 16 hours ago||

For what it’s worth I thought Intel was down and out and on the decline, but that is not the case 18A is more advanced and more performant than TSMC’s N2- which are both foundary’s most advanced chips. The main problem Intel has is scaling. It just cannot provide the volume right now. That seems like a much more tractable problem, especially with 14 A on the horizon.

https://www.tomshardware.com/tech-industry/intels-18a-and-ts...

NoSalt 18 hours ago||

What year is this? What happened to the M1, M2, ... MN chips of Apple's? Is Apple going to go with Motorola after Intel???

Obviously I couldn't read the article due to it being paywalled.

bryceacc 18 hours ago|

If you can't read, why comment?

>It is unclear which Apple products Intel would make chips for, according to the report. Intel and Apple declined to comment.

rvz 19 hours ago||

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

j_walter 18 hours ago||

Some people also thought Gamestop was a good deal at $400 after 50x-ing...but when you look at fundementals, earnings and actual projected growth and not just the hype, you see the stock for what it really is. At $20 it was a good deal because of the possibilities of long term success (which we haven't seen any actual evidence of yet), but at $125 it is way overpriced.

Another way to look at it. TSMC profit in 2025 was equivalent to Intel revenue (both about $55B), but Intel made zero dollars profit, yet somehow their market cap is now half of TSMCs.

lostlogin 17 hours ago||

Trump talking up intel was the time to buy.

But when is the time to get out?

r/wallstreetbets has been amusing to watch.

wmf 19 hours ago|||

18A was Schrodinger's fab: we didn't know if it was alive or dead. Now we know it's alive.

ryandrake 17 hours ago|||

Intel is the Chrysler of chipmaking. It's only alive because the USA strategically needs a USA company to be able to make and design at least some kind of chips.

Detrytus 18 hours ago||

I actually owned quite a bit of Intel stock bought at $19, but was forced to sell it. Then I bough some for $45 last year, and sold couple weeks ago for $60, just a day or two before it took off. Lucky me....

NetMageSCW 20 hours ago||

Paywall

SyneRyder 19 hours ago||

+1 for me in Australia, but it's due to using an ad blocker:

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For what it's worth, Reader Mode in Firefox displays the article text anyway.

JoshTriplett 20 hours ago|||

Seemed to load just fine here.

xiaoyu2006 20 hours ago|||

Reuters usually don't have paywalls, and neither I am experience one here.

addaon 19 hours ago||

I believe that both of those statements are true. Nonetheless, I and other posters are experiencing one here and can't read the article. Your valid anecdote does not help us.

Simulacra 20 hours ago||

I am also getting a paywall. Subscribe to read more.

google_play_hn 20 hours ago||

[flagged]

alessandroberna 20 hours ago|

jdironman 20 hours ago||

probably someone testing their android hacker news client. maybe.

riffic 20 hours ago|

another triumph for x86

ion1c 19 hours ago|

This is a fab deal, nothing to do with x86

chris_money202 18 hours ago||

Technically, but the money doing this will indirectly help Intel's chip line through experience and increased fab quality

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