During the Intel Unleashed webcast, Gelsinger name-dropped Apple as a potential customer and Intel is even prepared to implement non-x86 architectures if need be: “IFS will be differentiated from other foundry offerings with a combination of leading-edge process technology and packaging, committed capacity in the U.S.
and Europe through two new facilities in Arizona. Quite the irony there with Long’s inclusion, but even more ironic seem Intel’s plans to possibly regain Apple as a customer with the new Intel Foundry Services initiative that is part of the grand IDM 2.0 strategy freshly announced by Intel CEO Pat Gelsinger.Īfter all those production problems with its own chips, Intel is now ready to dedicate foundry capacity for certain fabless companies in the U.S. Intel did not take this too well, and recently started attacking Apple’s M1-powered devices in an ad campaign that employs former “I’m a Mac” actor Justin Long. The M1 chip integrated in last year’s MacBooks is enjoying a mostly positive reception, and Apple intends to continue improving this line of processors thanks to a newly-struck deal with TSMC that ensures development beyond the upcoming 2 nm nodes.
Apple’s current plan is to gradually drop Intel’s processors from all Mac devices and equip them with its new M processors that are fabricated by TSMC. Intel’s troubles with the fabrication nodes, shortages and product delays have forced key customers like Apple to reconsider their business models and essentially look for partnerships with other silicon suppliers.
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