Apple may use Intel to Produce Chips in 2026
Posted: Nov 24, 2024
- Apple may switch from TSMC to Intel's 2nm technology for their A20 Pro chipset in 2026
- Intel's 2nm 20A process is still in testing phase but could potentially be used for Apple's chipset
- This shift indicates Apple's strategy to diversify their chip manufacturing partners
- The A19 Pro chipset in 2025 may still use TSMC's N3P node
- Apple's chip innovation is expected to continue pushing performance and efficiency boundaries
- Details about Apple's chip development are still speculative with two years before the iPhone 18 series launches.
What do people on Reddit think?
🚨 Reddit sentiment: mixed/negative - The comments feature both skeptical views of the reported rumor (concerns about Intel's tech and geostrategic issues) and some strategic trading advice (short Apple, long Intel), but the skepticism and worries dominate the sentiment. Summarized comments: - Speculation about Apple using Intel factories, not chips, to produce their own chips similar to what is currently done with TSMC - Concerns about Intel's 2nm technology and potential issues by 2026 - Mention of geopolitical risks like a possible China invasion of Taiwan impacting TSMC - Discussion around the strategy of 'buy the rumor, sell the news' regarding this potential move - A suggestion to short Apple and long Intel Stock tickers discussed: $AAPL, $INTC, $TSMC
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