Andy Halliday

So that, that,

that actually creates the silicon dyes and then cuts them and puts them into a chip and solders them onto a board, those automated machines are owned by Intel.

And, you know, Apple doesn't own their own.

And they would have previously asked TSMC, which has a much larger network of factories to do that, which supplies globally chip manufacturing.

And now Intel is having to ramp up because there's such increasing demand as a result of TSMC's capacities being occupied by AI chip manufacturers.

Yeah, I think that that's Intel.

There's two parts of Intel, right?

One is Intel's design, which is what NVIDIA does.

NVIDIA doesn't manufacture chips.

They design chips.

And then they and the other components of a big system like Vera Rubin, and then they get TSMC to build them.

Similarly, Intel is a chip design process, but also has its own fab capability.

So I think what Apple's saying is we're not asking Intel to design chips for us.

We design our own chips.

the A-series chips for phones, and also the M-series chips for our computers.

We designed them, but we have somebody else manufacture them.

They're going to shift over to Intel manufacturing some part of that.

All right.

Here's another one.

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