In 2020, Apple made a major move by ditching Intel chips in favor of its own custom-designed silicon, reshaping the MacBook lineup and signaling a new era for its devices. Since then, Apple’s entire product line has run exclusively on its in-house processors, leaving Intel behind. But now, there’s buzz that Apple and Intel could cross paths again—just not how you might think.
According to reports (subscription required), semiconductor giants Intel and TSMC are exploring a potential joint venture. The deal would see TSMC taking a 20% stake and playing a key role in managing Intel’s chip manufacturing plants. Despite TSMC’s involvement, Intel and other U.S. semiconductor firms would retain majority control.
Instead of contributing cash, TSMC would share some of its advanced manufacturing techniques and provide training for Intel staff. Negotiations are still underway, so nothing is final yet.
The partnership is believed to be encouraged by the Trump-era push to strengthen domestic chip production and reverse Intel’s decline. Intel has struggled to keep pace with TSMC, particularly in producing chips for outside clients. Reports suggest delays, failed tests, and service shortcomings have put Intel at a disadvantage. While Intel designs chips, TSMC’s strength lies in manufacturing—an edge that’s helped it pull ahead.
Still, the deal raises internal concerns at Intel. There are fears it could lead to layoffs, particularly among engineers, and the sale of some manufacturing equipment. Since Intel and TSMC use different tools and materials, Intel might have to overhaul parts of its operation to align with TSMC’s methods.