Intel Reportedly Secures Apple Orders; Experts: TSMC's Technology and Yield Create a Moat
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According to foreign media reports, Apple and Intel have reached an initial agreement for Intel to produce some chips for Apple devices. However, semiconductor industry experts point out that TSMC, with its leading advanced packaging technology, stable process yield and delivery record, and extensive R&D moat, will remain Apple's top choice for flagship chip manufacturing in the short term. It will be difficult for Apple to shift its orders away from TSMC quickly.