It's not just a rumor anymore.
http://www.fool.com/investing/2016/10/03/the-clearest-evidence-yet-that-apple-inc-might-be.aspx
2 replies (most recent on top)
Intel foundry can't compete. The DR, cost structure, and little factories make even doing NPI impossible to compete against.
Oh yes you are right that this year TSMC will match and next year pass Intel in technology!
Intel would become an ARM foundry for Apple except that TSMC is now the process technology leader. Would like to be in the Apple, QCOM, or TSMC boardrooms as they mock clown shoes BK and his so-called strategy!