I think this is a very astute comment.

It reminded me that for a while all SIM everywhere seemed to come from one european chip plant, although now I say it I wonder if they were just the assembly & packaging and fabrication was offshore?

In both cases (tpm and sim) the cynic would say it's only deciding which economy owns the back-door.

At that point Intel would be a highly successful foundry business! Then they could make very high performance RISC-V cores and offer them to foundry customers who need CPU. No need for legacy x86 at that point.

Apple did this before with Samsung, I can totally see them doing this to Intel.

That would be an interesting play. Acquire a chip design and foundry company all because they couldn't meet the purposely stringent deadline, and then use their expertise and assets to produce AI chips for yourself.

If one executive hire was all it took to steal a whole process node, TSMC could never have built the lead it has (nor Intel the lead it had in previous decades).

Semiconductor manufacturing is an exercise in blood, tears and careful note taking, not Magic Secrets.

Why not? A single Boeing 747-8F could carry 10M-50M chips in a single trip.

No, they send them back to china to put them in the retail box.

Getting foundry services off the ground requires starting somewhere. Apple is hedging. I don’t see it as a bad thing for Intel.

I'm kinda surprised this deal seems to be 18A still. While progress, 14A is what really matters, as Intel has more or less been threatening to just give up if they don't get a large 14A commitment(unless that's changed recently).

Though, if this goes well, it stands to reason Apple may be that needed commitment.

This might make Trump happy, but more importantly it makes the military happy. No military leader with any intelligence is happy with so much critical for war supply chain being in China or Taiwan - the two are showing signs of going to war with each other in the future. (it may not happen, but there are enough signs military and political leaders should worry). Military leaders are not just the US, leaders in Europe are happy too - they may not trust the US but the US is still at least a second option (and Trump is 79: he is statistically unlikely to live much longer)

Dual sourcing keeps prices low.

I think a lot missed it because of Thanksgiving in the US.

The very first sentence of the article: "Will Apple turn to Intel for production of its M-series chips in 2027? " So it is not returning to Intel architecture.

They're talking about Intel fabbing Apple Silicon chips, not going back to x86.