- Intel has been arriving in Apple and TSMC to support
- The investment of $ 5 billion nvidia highlights a fundamental moment in the change of Intel
- The future agreements with the so -called “magnificent 7” companies could decide the Intel recovery route
Intel is on an investment list at this time, having ensured an agreement with the United States government in exchange for a participation in the company, and then, more recently, and most importantly, a mega agreement with Nvidia.
The GPU giant agreed to invest $ 5 billion in the American Chip Maker, which will see the personalized intel design X86 chips for it. It turned out to be an intelligent investment for Nvidia that saw its market capitalization jump $ 150 billion after the news.
However, this could only be the beginning for Intel, since it travels to other investors to find new ways of reliving their business.
Hello, is that Apple?
Reports of The Wall Street Journal Suggest that Intel had already approached Apple and TSMC before sealing the Nvidia agreement.
Both companies have long stories with Intel, although each one now operates in different directions.
Apple abandoned Intel processors in Macs in 2020 in favor of its internal silicon, while TSMC not only manufactures for Apple but also competes with Intel in the foundry space.
Bloomberg He pointed out that Apple had participated in conversations with Intel, although the MAC manufacturer approach firmly remains in the personalized silicon built in TSMC.
TSMC hastened to deny the reports, saying that he had not spoken with Intel and that he had no interest in a joint business.
Analysts believe that Apple’s only interest could be in Intel’s foundry services, especially given political pressure for greater production in the United States.
Apple has recently expanded its national investment commitment to $ 600 billion, which could make it set aside with strategically attractive intel.
Intel’s efforts arrive at a critical moment. With two consecutive quarters of flat growth after the previous decreases, the company is under pressure to ensure new partners.
Its market value has passed to less than $ 160 billion, while Nvidia has increased more than $ 4 billion.
The additional investment could provide stability, but the doubt of the potential partners could have the opposite effect and the impulse of damage.
Intel seems likely to continue approaching the rest of the so -called magnificent 7: Microsoft, Alphabet, Amazon, Meta and Tesla, before the end of the year.
While not everyone can compromise, even the limited acceptance of Apple or others would send a sign that the Intel change strategy has a support of the powerful actors in the industry.
