Intel $INTL supposedly will make chips for Apple $AAPL This could make Intel a $200 stock… Also takes market share from $TSM

200 sounds crazy now, but wait till the momentum takes it higher than that. couple years we'll be looking at intel doing a nvda.

Ha - TSM doesn’t have the capacity for lower margin phone chips. Listen to clowns like this you will lose money

Sounds like we are back on track for Ohio Foundry 👌… road to $200 let’s go!

reshoring...INTL and MU. TSM should shift more of its production stateside for national security reason. There are national security implications

250ドルくらいはありそうな気がする。 工場で量産すると決まったら設計の工数（売り上げ）は発生すると思うけど。TERAFABも含めて。

So intel are going to fab chips for Apple based off Arm architecture. Arm did enquire about purchasing intel fab operations. So I guess it happened in a roundabout way

lowkey think $INTC has to at least double from here

It's less than $1b in revenue at 25% discount to TSM. Margins will be nil. Trump twisted Cook's arm to get this deal done.

you mean $INTC ?

$INTC is in the midst of a pivotal turnaround, with its foundry business showing significant revenue growth but continuing to struggle with profitability due to high, yet improving, manufacturing costs and low yields 😿

Owning both is no harm, or just buy smh to sleep better.

Taiwan absolutely agrees with you

intc

Could?

$AAPL has no choice because AI will absorb all $TSM capacity 🙏

Apple making Intel chips could actually hurt Intel long-term. Apple controls the terms, margins stay thin, and Intel becomes a contract manufacturer - not a tech leader. TSM should worry less than Intel's own investors.