Time will tell but with Ternus taking over, a hardware and engineering mindset, could be going for a long term learn and build together, and of Intel can get it together and go where Apple needs, later buyout Intel.

Lip-Bu Tan is a year older than Tim Cook. Doubt he wants to run Intel for very long.

Would be hard for me in the Ternus role to not have that in mind if Intel gets it together.

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twoodfin 4 hours ago | parent [-]

I don’t imagine Apple views fab technology as a potential differentiator worth the massive investment.

This is about diversifying their supply chain as they have done all over the place for decades. Displays, for example.

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y3ahd0g 3 hours ago | parent [-]

That's why I wrote time will tell.

The uncertainty of political order in the near term could make having fabs on their home turf as worth the security.

Learn now, collaborate as preparation in case certain criteria politically, financially, are met.

	▲	ua709 2 hours ago \| parent [-]
		TSMC fabs on home turf is just as good from a security point of view. But in reality for VLSI at this scale and volume it’s just single supplier in series with single supplier all the way down. You don’t really get security with such a vulnerable supply chain, regardless of ownership.