Apple, Intel Have Reached Preliminary Chip-Making Agreement - WSJ

kept by eddie may 09

Apple and Intel have reached a preliminary agreement for Intel to manufacture chips for Apple devices, with the Trump administration playing a key role in brokering the deal.

Does the Job of C.E.O. or Private Investor Come First? Intel’s Chief Is Juggling That Question. - The New York Times
Intel CEO Lip-Bu Tan's dual role as a venture capitalist while leading a turnaround has raised questions about where his priorities lie.
also on Lip-Bu Tan, Intel, #business-strategy
How Elon Musk Plans to Bypass the ASML Bottleneck to Build TERAFAB
Musk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.
also on Intel, #manufacturing
John Ternus to become Apple CEO
Apple announces Tim Cook will become executive chairman and John Ternus will become CEO, effective September 1, 2026.
also on Tim Cook, Apple, #hardware, #business-strategy
The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.
also on Tim Cook, Apple, #hardware, #business-strategy
Run AI Models Locally: A New Laptop Era Begins - IEEE Spectrum
The push to run AI models locally is driving the biggest change in laptop architecture in decades, with new NPUs, unified memory, and Microsoft's AI Foundry.
also on Intel, Apple, #hardware