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July
@july
https://semianalysis.com/2024/04/02/is-intel-back-foundry-and-product/
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Adam
@adam-
I know likely accounts for less than 1% of the pie, but I can’t see Apple ever partnering with them again given the decade + of R&D on their own ARM chips. Not to mention it’s one more part of the supply chain they now own.
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