Core Viewpoint - The likelihood of collaboration between Intel and Apple in chip manufacturing has significantly increased, leading to a notable rise in Intel's stock price by over 10% on the day of the announcement [1][3]. Group 1: Collaboration Potential - Recent industry chain investigations indicate a heightened possibility of Intel becoming a supplier for Apple's advanced process technology [3]. - Apple has signed a confidentiality agreement with Intel and has obtained the design kit for Intel's advanced process 18AP, with key simulation and R&D projects progressing as expected [3]. - If developments proceed as planned, Apple aims to have Intel start manufacturing its entry-level M series processors using the 18AP process by the second to third quarter of 2027 [3]. Group 2: Market Impact - The news of potential collaboration led to a significant increase in Intel's stock price, marking its largest single-day gain in over two months, closing up more than 10% [1][3]. - The lowest-end M series chips, primarily used in Apple's MacBook Air and iPad Pro, are expected to have a combined shipment volume of approximately 20 million units this year [3]. Group 3: Historical Context - Intel previously collaborated with Apple, but the partnership was halted due to Intel's inability to meet Apple's chip upgrade demands [5]. - Analysts suggest that if Intel successfully partners with Apple this time, the implications would extend beyond mere business growth, potentially enhancing Intel's market position significantly [5].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源： 内容翻译自indiatimes，谢谢 近日，有报道称，AMD 正与英特尔就可能在英特尔代工业务内生产芯片进行初步磋商，AMD 对此 做出了回应。 尽管英特尔股价受此消息影响飙升，但 AMD 否认了这些说法，称其为"谣言"，并表示不会对猜测发 表评论。此次潜在的合作将对目前正在寻求大客户的英特尔代工业务带来重大推动。 虽然 AMD 将在多大程度上将制造业务转移到英特尔尚不清楚，但值得注意的是，AMD 目前依赖台 积电进行芯片生产。 此前几周，英特尔取得了一系列积极进展，包括获得美国政府、英伟达和软银的巨额投资。尽管英伟 达并未承诺使用英特尔的代工服务，但这些支持被广泛视为对首席执行官陈立武领导下的英特尔商业 战略的信任投票。 原文链接：https://time sofindia.indiatime s. com/t e chnology/t e ch-news/amd-give s-one -line - re spons e -on- repor ts-of- chip-manufac tur ing-par tne r ship-with-int e ...