Monday, May 11, 2026

HW business: Intel comeback

with "fab" deals with SpaceX, Apple... 

 HTML vs. Markdown, Meta AI Backlash, & Data Center Wars

Apple Nears Intel Chip Deal to Cut TSMC Reliance
Apple has reached a preliminary manufacturing agreement with Intel, according to the Wall Street Journal — a notable shift for a company that has relied exclusively on TSMC for over a decade. The deal would help Apple diversify chip supply amid ongoing constraints that the company says held back iPhone and Mac sales in its March quarter. Intel, now under CEO Lip-Bu Tan, is aggressively courting external customers for its foundry business; its stock jumped more than 15% on the news. Bloomberg separately reported Apple is also exploring a similar arrangement with Samsung.

 Lip-Bu Tan | LinkedIn

CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures


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