Last week Ming-Chi Kuo reported that Intel was likely to start producing Apple’s M-series chips for Mac and iPad in 2027. Now a separate analyst has corroborated the report, and added that Intel-made iPhone chips will likely come shortly thereafter.
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Apple currently partners exclusively with TSMC for production of its M-series chips, but analyst Ming-Chi Kuo says that may change soon, with Intel being brought in as an important new supplier.
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Following a practically lost decade, Intel has had a busy few months, which culminated in investments by Nvidia and the US government. Now, the chipmaker is looking at Apple to help continue its comeback. Here are the details.
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After hinting at it earlier this week, President Trump confirmed today during a World Cup press briefing, that the U.S. government will take a 10% stake in Intel, capping a pretty eventful two-week stretch. Here’s how that happened.
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A few days ago, news broke that following a meeting with Intel CEO Lip-Bu Tan, the Trump administration was looking to take an unspecified stake in Intel. Now, Bloomberg says the number being discussed is around $10.5 billion. Here are the details.
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Intel’s stock spiked late in trading today after reports that the Trump administration is in talks to take a stake in the company. The news follows Trump’s recent call for the ouster of CEO Lip-Bu Tan and a subsequent meeting between the two.
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Last week, President Trump called for the dismissal of Intel CEO Lip-Bu Tan over “highly CONFLICTED” ties to China, further escalating an already difficult situation for the executive.
Today, following a meeting, Trump appeared to soften his stance, even if partially.
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Yesterday, President Donald Trump publicly called for Intel CEO Lip-Bu Tan’s resignation, over accusations of “deeply conflicted” ties to China. Now, he is speaking out and making it clear he has no plans to step aside.
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When Lip-Bu Tan took over as Intel’s CEO last March, the market reacted with a 13% stock bump, signaling renewed confidence in the company’s future. But today, after weeks of internal tensions, Intel’s situation has grown even more delicate, now drawing scrutiny from the White House.
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TSMC’s first US chip plant took significantly longer to build and begin production than was forecast, but the company says that future plants will proceed at a significantly faster pace. This will enable US-made chips for somewhat newer Apple devices.
But former Intel CEO Pat Gelsinger is dismissive of the initiative, suggesting that it will be of little help in enabling the US to be a global player in the chip business …
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TSMC is a major Apple partner, producing chips for its many hundreds of millions of new devices each year. But per the company’s founder, there was once a time when Intel got a shot at iPhone chip production, and failed to impress.
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Apple transitioned the Mac lineup to Apple Silicon starting in 2020, and they completed the transition in 2023. Since the transition started, Apple quickly started dropping support for Intel Macs on newer versions of macOS. That raises the question: how much longer will Intel Macs receive software support?
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Apple’s vice president of Hardware Technologies Johny Srouji became known for his work leading the development of Apple Silicon chips, which have become a fundamental part of the company’s products. While there are no signs that Srouji wants to leave Apple any time soon, it seems that Intel is keeping a close eye on him for a potential new CEO.
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Apple transitioned the Mac lineup to Apple Silicon starting in 2020, and they completed the transition in 2023. Since the transition started, Apple quickly started dropping support for Intel Macs on newer versions of macOS. That raises the question: how much longer will Intel Macs receive software support?
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In a surprising move, chipmaker Qualcomm has been considering a full takeover of Intel, known for its computer processors. A report in The Wall Street Journal on Friday revealed that although a deal is “far from certain,” the two companies have held talks on the subject.
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Some 15,000 Intel job cuts have been announced by the company, as it implements a $10B cost-reduction program to try to resolve its financial difficulties.
Intel CEO Pat Gelsinger told employees that revenues have not grown in the way the company hoped, with a belated acceptance that Apple’s Mac business is gone forever one likely factor in that reality-check …
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Intel has proudly announced Thunderbolt Share, a way to connect two Windows PCs together to allow one to control the other, as well as sharing files and screen-sharing. The company says it doesn’t yet work on a Mac – despite the fact that it borrowed the feature from Macs in the first place …
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A new supply-chain report suggests that Apple is seeking to be an early player in what some believe will be the next big thing in chip development: printed circuit boards (PCBs) made from glass substrates.
While that might not sound exciting, it offers the prospect of an entirely new way of mounting and packaging chips, which could offer much better thermal performance, allowing processors to run at maximum power for longer periods …
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A few Windows laptops are already powered by ARM CPUs rather than Intel ones, but we can expect to see a lot more in the future.
A new report says that Microsoft is accelerating efforts to overcome the current limitations of these, so that more PC brands can follow Apple’s example in using ARM chips …
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Thinking of upgrading from an Intel iMac? Or curious how much Apple’s all-in-one desktop has changed now that it’s powered by the third generation of its custom silicon? Follow along for a detailed look at the M3 iMac vs Intel iMac.
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TSMC founder Morris Chang has said that Intel won’t catch up with its technological lead, and will remain in the “shadow” of the Taiwanese company.
Intel has acknowledged that Apple’s own Mac chip designs are more advanced than any PC chip the US company currently offers, but the company’s CEO has repeatedly suggested that it will eventually catch and then overtake TSMC …
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Windows PCs powered by future Intel chips will rival the performance of Apple Silicon Macs, claims the company’s CEO, Pat Gelsinger.
No such claim was made for this year’s chip, Meteor Lake, which will debut on December 14 – but Gelsinger says things will change with Arrow Lake, Lunar Lake, and Panther Lake …
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Intel’s planned acquisition of Tower Semiconductor has failed, after the US chipmaker was unable to get the necessary regulatory approval.
The abandonment of the $5.4B deal is a setback to Intel’s hopes of competing with Apple chipmaker TSMC …
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A newly-discovered Downfall vulnerability found in Intel chips may affect older Macs powered by these processors …
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