Intel: Could Manufacture M-Processors for Apple. Comeback Bet!
Reading Time: 4 minutes
Intel aims to enter the AI race with a new strategy, including the NVIDIA partnership and chips for AI inference. The turnaround largely depends on the successful scaling of the advanced process technologies 18A and 14A. A potential Apple order for M-processors in the 18A process starting in 2027 could represent a crucial reference in the foundry business. If the scaling of processes and acquisition of large customers succeeds, there is a strong chance to narrow the valuation gap to TSMC. Intel enters the AI race and aims to benefit...
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