Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
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7 Articles
Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
The post Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era appeared first on 24/7 Wall St.. Quick Read Apple (AAPL) posted a record $111.18B March quarter revenue driven by iPhone 17 at $56.99B and Services at $30.98B all-time high, while Intel (INTC) beat consensus with non-GAAP EPS of $0.29 on $13.58B revenue with Data Center and AI jumping 22% and Intel Foundry climbing 16%. NVIDIA (NVDA) Xeon 6 c…
Apple has begun exploring partnerships with Intel and Samsung to reduce its reliance on TSMC. |Talks are still in the early stages with no formal contracts or production commitments. |The move is being driven by global chip supply pressures and the growing need for AI.
In 2020, one of the closest relationships in the world of technology, broke. That year, Apple abandoned the 15-year collaboration with Intel and started the transition to its own chips. Now, six years after that breakup, there are signs that this pair could come back together, thanks to the work that the chip maker has done itself. Why did Apple abandon Intel and what can it offer it now? On June 22, 2020, Apple announced the switch to its own c…
Read the original note on the following link: Apple negotiates with Intel and Samsung to make chips in the U.S. and reduce its historical dependence on TSMC Apple could be about to rewrite the most important relationship in the history of the technology industry. Bloomberg revealed on May 4 that Cupertino has had exploratory conversations with Intel and Samsung so that both companies will manufacture the main processors of their devices in U.S. …
Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips
Intel shares jumped 6% in U.S. premarket trading Wednesday after AMD raised its server CPU growth forecast and reported a 57% surge in data-center revenue. Apple has held early talks with Intel and Samsung about making device processors in the U.S., Bloomberg reported. Intel’s Q1 revenue rose 7% to $13.6 billion, with its Data Center and AI unit up 22%. The post Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift…
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