Apple Will NOT Manufacture SoCs at Intel
December 10, 2012
The internet is a funny place where rumors are true and truths are rumors. The latest one has Apple using Intel as a foundry. This is fuel for the rivalry between SemiWiki blogger Ed McKernan and me. Ed says Apple will use Intel, I say Apple will use TSMC, we have a very expensive dinner riding on this one.
TSMC falls on possible competition from Intel
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest made-to-order chip-maker, fell yesterday on reports it may compete with Intel for Apple orders...
Yes, TSM stock took a hit based on a rumor so we have motive (Apple consumes more than 200,000 12-inch wafers per year).
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