Apple and Intel Rumored to Partner on Mac Chips

This is a good play for Intel. It lets them play both sides of the market.

The word was that TSMC was previously looking to charge much more for their 2nm node.

Apple may have just been looking to apply pricing pressure.

> TSMC has finalized the pricing for its upcoming 2nm process, setting the wafer price at around $30,000. This marks a 10%–20% increase compared with the 3nm process average of $25,000–$27,000, lower than earlier market speculation of a 50% hike.

https://technode.com/2025/10/09/tsmc-sets-2nm-wafer-price-at...

This is the type of rumor that could swing a stock price... I'm skeptical of how this got out there and by whom.

To fab the CPUs...seems more plausible than anything else with Intel.

they did it with the modem previously, the second supplier was strictly worse, but they need to have a negotiating position with their single point of failure supplier

Why Apple don't just buy Intel? That would allow better vertical integration.

I don’t understand why intel doesn’t build a fab in Taiwan or another lower cost location ?

Please tell me this means we can have Bootcamp back?

Again? I’m kind of surprised Intel wants anything to do with them after the M stuff. Things must be really bad at Intel.

Is this 2006 again?

An insignificant token to appease growing discontent by American people. Apple was investing in China around "$55 billion per year by 2015".

So, they’re going to use a more power hungry process for the low end devices? The whole point of the Air and SE lines was that they were lightweight and compact.

Watching a company at that scale completely lose its own plot is depressing. Did they replace Cook with an LLM that compacted its context one too many times?

Edit: This is a bad look for intel too. How are Apple store employees/nerds going to explain this product line bifurcation? “This low end Apple gizmo is a hot mess because it has Intel Inside. Also, it’s $50 more than last year. MAGA!”