Intel is one of the most important companies in the technological sector and one of the heavyweights of integrated circuits. However, these last ten years, The company lost a third of its value. Intel’s decline is due, in part, to its inconsequential position in the mobile erawith ARM being the Winning bet of giants such as Microsoft or Apple. At that time, he lost one of his biggest clients: Apple. But history may have hit a turn with an unexpected reconciliation.
And also very important for both parties.
Intel wants Apple. The information comes from Bloombergmedium with journalists very close to Apple’s world and to which several anonymous sources have contacted these last hours to comment that Intel would have approached Apple with an objective: that those of Cupertino invest in them. They need it, and although it is nothing more than a rumor, the volatile market of shares has already given its opinion with a 6.4% rise after the medium report.
Intel looking for money in Apple’s pockets is logical. His shares are around $ 30, while Apple’s move around $ 250, and getting such a large client would be a lifeguard. As were the 5,000 million dollars that Nvidia invested in Intel a few days agoturning the GPU giant and artificial intelligence into a holder of 4% of the actions of the semiconductor company.
Apple needs Intel. Own Nvidia snatched Intel the crown If being the most valuable chips manufacturer in the world, but in that scenario in which Intel needs money and customers of Apple’s caliber, Apple needs Intel for a very concrete reason: local manufacturing. In August, and in an agreement as controversial as it is unconventional, United States acquired 10% Intel.
Because? Because it is an American company, one of the most important functions and the current United States government is promoting that its technology to manufacture within its borders, leaving China or India. The previous executive, With the Chips law, he already gave huge incentives for this. With the current one, the incentive for companies is not to cold tariffs. And that is where Intel can be tremendously valuable for Apple.
It does not go from processors. For a long time, the two companies seemed inseparable. Intel provided some of his best processors to Apple, as well as some internal components of the iPhone. However, things began to twist when Apple, looking for greater control over the manufacturing process of its devices, sought components on other sides, began to Design your own processors Based on ARM (Humbing Intel along the way) and even bought Intel’s modems business for 1,000 million dollars. First time the government intervened in a company from the rescue of the automobile industry In the 2008 crisis.
But this agreement would not be for the manufacturer to supply pieces to those of the apple, at least, Bloomberg points out: the real interest is the commented: that An Apple that depends on TSMC To manufacture numerous components of SIS different families of devices go to manufacture them on American soil in Intel factories.
Intel as touchstone. Neither Apple nor Intel have made statements, but a few days ago, Tim Cook commented that they would love to see Intel return to the business and there are many cross investments in this story. Apart from 10% purchased by the US and the 5,000 million NVIDIA, another company that has recently invested in Intel is Softbank, a Japanese giant who wants to expand in the US and It has arrived with 2,000 million for Intel.
For its part, Apple advertisement which has 600,000 million to invest in national initiatives over the next four years. And that is where Intel could fit perfectly into that piece of the puzzle that is currently the semiconductor business, the companies that manufacture in China, India or Taiwan and the US demands to manufacture in local territory.
It only remains to be waiting to see if all these lifeguards get Intel to recover his ancient glory. It will not be easybut we will be here to tell if the story changes … or if the great disaster of 2011 is repeatedsince its archirrival, TSMC also has great plans for the United States.
Image | Intel
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