The boom in AI processors and the demand for NVIDIA’s high-end chips and the GPU designer’s rise to become the most valuable company in the world have forced consumer electronics giant Apple to reshape its semiconductor procurement strategy, according to analyst Ming-Chi Kuo. Apple’s purported deal with Intel to procure chips for its products has been reported several times in the media, and Kuo believes that it is a bid by the firm to create leverage over TSMC before the highly profitable high-performance computing (HPC) chips become the contract chip manufacturer’s mainstay for revenue. Apple’s Intel Orders Spread Across The […]
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