Returning as a US on shore manufacturer of Apple designed chips, and apparently not the leading edge ones. This feels like making Trump happy while Apple keeps full control.
The funniest outcome would be Apple throwing so much money at Intel Foundry that they end up monopolizing the leading-edge nodes, like they do at TSMC, leaving the rest of Intel to fight for scraps on their own production lines. I guess Intel also uses TSMC now but... yeah, as mentioned.
I think the costs in the contract when Intel don’t deliver the volume and yields will effectively mean Apple ends up owning the remains of the company.
Semi-clickbait headline: as others have pointed out, this is just about who fabs the Apple-designed chips, not a contemplated return to x86. Still pretty interesting if true; would be cool to see Apple diversify from TSMC. I'm rooting for Intel!
> Apple has used version 0.9.1 of process design kit (PDK) designed for Intel 18AP node. With performance, density, power, and every other metric going according to plan, Intel could become Apple's source of advanced node production in 2027... The 18A-P node enhances Intel's 18A by incorporating RibbonFET and PowerVia technologies, which offer better performance and energy efficiency. Compared to the regular 18A node, these improvements include newly designed low-threshold voltage components, optimized elements to reduce leakage, and refined ribbon width specifications, all aimed at boosting performance-per-watt metrics.
Remember that Apple previously dual sourced SOCs from both TSMC and Samsung before dropping Samsung when they fell behind and chips built on their process node were materially worse.
This is trial production, not a done deal. Intel has to deliver on their promises.
The good news for Intel is that Apple has a long history of paying up front for dedicated manufacturing lines once a manufacturing partner proves that they can hit Apple's QC metrics and price point.
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[ 3.5 ms ] story [ 43.0 ms ] threadDoesn’t require the absolute latest processes.
> Apple has used version 0.9.1 of process design kit (PDK) designed for Intel 18AP node. With performance, density, power, and every other metric going according to plan, Intel could become Apple's source of advanced node production in 2027... The 18A-P node enhances Intel's 18A by incorporating RibbonFET and PowerVia technologies, which offer better performance and energy efficiency. Compared to the regular 18A node, these improvements include newly designed low-threshold voltage components, optimized elements to reduce leakage, and refined ribbon width specifications, all aimed at boosting performance-per-watt metrics.
https://www.techpowerup.com/343423/intel-could-manufacture-a...
Remember that Apple previously dual sourced SOCs from both TSMC and Samsung before dropping Samsung when they fell behind and chips built on their process node were materially worse.
This is trial production, not a done deal. Intel has to deliver on their promises.
The good news for Intel is that Apple has a long history of paying up front for dedicated manufacturing lines once a manufacturing partner proves that they can hit Apple's QC metrics and price point.