Intel Explores Potential Partnership with Apple Following NVIDIA, Could Significantly Benefit Foundry Division

Recent discussions indicate that Intel is actively pursuing a partnership with Apple, with the potential collaboration poised to offer considerable advantages for Intel Foundry Services (IFS) and its existing processes, particularly the 14A technology node.

Intel Eyes Apple Investment Amidst Collaboration with NVIDIA and SoftBank

In its quest for financial recovery, Intel, often referred to as “Team Blue, ”has adopted a proactive approach aimed at bolstering its financial health. The company has entered into key partnerships and agreements over the past several months, notably with NVIDIA, SoftBank, and the Trump administration, all of which have positively impacted its financial standing. A recent Bloomberg report reveals that Intel is in early-stage discussions with Apple about securing an investment to further stabilize its finances.

Apple and Intel also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an agreement, the people said.– Bloomberg

The exact details of these private discussions remain confidential, leaving the potential outcomes open to speculation. However, the most promising scenario might involve Apple procuring chips from Intel Foundry for its A-series and M-series System on Chips (SoCs).Until 2020, Intel consistently supplied chips for MacBook computers, before Apple shifted its focus to designing in-house silicon. A renewed partnership under the semiconductor framework could prove mutually beneficial for both companies.

Apple A19 Pro chip on circuit board. — Apple A19 Pro | Image Credits: Apple

Intel’s pursuit of external customers, particularly for its 14A technology, echoes its urgent need for increased adoption to maintain competitiveness in the semiconductor industry. Should Intel fail to attract new clients, it may need to reconsider its ambitions in cutting-edge chip production. On the other hand, Apple has shown interest in American manufacturing investments. While it remains the primary customer for TSMC, a collaboration that includes both TSMC and Intel could diversify its supply chain and enhance manufacturing reliability.

At this point, everything hinges on speculation. The eventuality of a partnership between Intel and Apple remains uncertain due to the nascent nature of the discussions. However, a successful deal could significantly improve Intel’s operations while providing Apple with dependable domestic chip sourcing options.

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