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Apple and Intel Rumored to Partner on Mac Chips

119 points by bigyabai

by GeekyBear

2 subcomments

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...

by mushufasa

2 subcomments

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

by timw4mail

1 subcomments

by baq

2 subcomments

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

by drob518

0 subcomment

by faragon

5 subcomments

by naveen99

3 subcomments

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

by dbg31415

2 subcomments

by lloydatkinson

2 subcomments

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

by Izikiel43

1 subcomments

by alecco

0 subcomment

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

by hedora

5 subcomments

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!”