Comment by CharlesW

21 hours ago

> Apple may just be looking to apply pricing pressure.

Even if TSMC wasn't going to tighten the screws, it makes sense that Apple would be talking to Intel since Apple abhors single-source external dependencies. Plus, it gives them brownie points with our Grifter In Chief. https://www.intc.com/news-events/press-releases/detail/1748/...

> Apple abhors single-source external dependencies.

Apple previously dual sourced SOCs from both TSMC and Samsung, before dropping Samsung.

The performance and power efficiency has to be there.

If Intel can get good yields and performance/power efficiency from their new process node, then it can be worth the added complexity.

  • And if there's a chance that Intel can get good yields and performance/power efficiency from a new process node, then it's 100% worth it for Apple to already be in talks with them when it becomes available.