In 2020, Apple made a significant shift in its MacBook lineup by transitioning from Intel processors to its own custom silicon. This change has allowed Apple to fully integrate its hardware and software, creating devices that do not depend on Intel’s technology.
Despite this separation, recent developments suggest that Intel and Apple’s chip manufacturer, TSMC, may be coming together again, albeit in an unexpected collaboration. Reports indicate that Intel and TSMC have tentatively agreed to form a joint venture, with TSMC taking a 20% stake.
This partnership would see TSMC assist in the management of Intel’s manufacturing facilities, although U.S. semiconductor firms, including Intel, would maintain majority control. Instead of directly investing in the venture, TSMC is expected to share its chipmaking expertise and provide training for Intel staff.
Discussions are still ongoing, and the final agreement is not yet confirmed. The motivation behind this partnership appears to be the Trump administration’s efforts to strengthen domestic chip production and address Intel’s declining performance.
Intel has struggled to compete with TSMC, facing challenges in fulfilling orders for external clients, leading to delays and testing failures. Additionally, there are concerns within Intel regarding potential job cuts that may arise from this collaboration.
The company might need to streamline its engineering workforce and realign its manufacturing processes with TSMC’s standards. If TSMC becomes involved in Intel’s operations, it could necessitate major changes, including significant layoffs and a reevaluation of their equipment strategy.
The potential joint venture represents a pathway for TSMC to enhance its competitiveness while giving Intel an opportunity to improve its manufacturing capabilities, ultimately benefiting consumers with better laptop options. Nonetheless, it is unlikely that Apple will revert to using Intel chips, even with a stronger Intel in the market.