Comment by jmyeet

I find this rumor at least plausible.

As we all know, Intel used to be famous for their engineering and their ability to scale up a newer, smaller process with way earlier commercial viability. This all ended with the Sisyphean 10nm move that was years late and honestly Intel just don't seem to have recovered from it.

So Intel seemingly has underutilized fab capacity whereas the likes of TSMC and Samsung can probably produce every chip they make with demand to spare. Given the CHIPS Act that was passed under Biden, the Trump admin taking a stake in Intel and the environment of tariffs and a push for American manufacturing, everything seems to be lining up for someone to take advantage of Inte's physical fabs and American production and that could be Apple.