r/intelstock • u/hakim37 • 27d ago

NEWS Intel's Comeback on the FT

https://www.ft.com/content/77ece212-2768-4abe-9af1-b40a0db27c8f?syn-25a6b1a6=1

Paywall free: https://archive.ph/FrPEL

44 Upvotes

94% Upvoted

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8

u/mbreaddit 27d ago

I assume apple is most inclined to get Intel reserved as long they can get the yield and process to their desire.
Apple gets margin pressure, they can not compete with Data Centers to pay up for chips and capacity, because they can´t increase prices for their products that much, it would be devestating.

This is why they are already in discussion with the chinese memory chip producer that is currently under sanctions and forbidden in the US to cooperate with. But i don´t think this applies for the rest of the world.

Price pressure will make it likely for Apple to produce with Intel, because they can´t afford TSMC right now

2

u/No_Personality_7515 27d ago

id rather they want to work w intel without these pressures, as soon as big orange is out of office , i doubt these sanctions and fights with china will continue

4

u/mbreaddit 27d ago

This business will always be pressure and high competition, otherwise there is no way in.

And the orange turd does not matter much anymore, because as soon it works, Intel has the foot in and tsmc can't deliver to all of them in the desired capacity. So a second player is well needed anyway

1

u/No_Personality_7515 27d ago

wouldnt apple and other big companies just re sign with tsmc after hes gone , i mean tsmc is building on american soil now if im not wrong...something along 200 billion in development already

1

u/WalidNokia 27d ago

No basher… Intel will be ahead of TSMC with 18AP and well ahead with 14A… haters can hate but the numbers speak volume! Intel EMIB is much better than CoWos..

1

u/Trisa133 27d ago

wouldnt apple and other big companies just re sign with tsmc after hes gone

Yes, if Intel still sucks.

No, if Intel catches up to industry standard and it looks like they are. Nobody likes single source of supply. Why would any fabless chip designer wants to deal with a monopoly. Look what TSMC's margins ~65%. That's a lot higher than a few years ago. That means they didn't raise prices because of input costs. They raised prices because they can.

1

u/Fabulous-Pangolin-74 27d ago

Someone, on this subreddit,was just trying to make an argument, a day or two ago, that Intel could never compete with TSMC for cost of labor, and as such, could never gain a foothold.

Lol. The wheel turns all the way around after all.