RBC: Intel in talks with Apple to build Iphone processors
Read the transcript ASML UBS presentation - it's very specific in regards TSMC prepping for one large customer...
just like with Apple laptops using x86 I can see Apple using x86 for high end in tablets and in high end phones -
just a couple months ago the rumor was Apple dumping Intel ...
Besides I pad is being cannibalized...x86 IPad versus x86 surface...ultrabooks?
And in return provide bleeding edge to ARM? Intel - don't shoot your eye out -
this kind of detail in regards of Apple/Intel deal "leaked" out ?
No - it's just a guess
all that negativity over the last few months and now "suddenly" Intel is holding the cards -
I rather see a CSCO foundry deal -
quote from ASML referring to TSMC fab for Apple:
they might suggest that there could be a fab work or about 40,000, 45,000 wafer starts to put in, which in the mid 2013 and mid 2014, and 45,000 wafer start fab at 20 nanometer is about €1 billion
(US 1.3 billion) in little (litho) investment. Again versus the 600 or so for the 28-nanometer investment, it’s quite substantial.
Your posts are virtually impossible to decipher. In two sentences or less, what did you just say?