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  • intelonly_please intelonly_please Jan 5, 2013 9:47 PM Flag

    Friday Apple Rumors: Alternate Choice (Intel and not TSMC!)

    I'm starting to think it's going to be Intel and Apple, and I never thought that until now. I also think Intel is looking great even if they don't end up working with Apple. I have a feeling it IS going to be Apple with some sort of agreement that Intel won't put chips in Samsung phones.........or can they make such an agreement?

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    • An Apple/Intel deal would be for either foundry or parts.

      If it is for parts, Intel has a pricing and negotiating mechanism that they would probably follow. They have to be careful to stay on the legal side of the antitrust laws.

      If it is an Apple/Intel fabrication contract, it could be anything but it cannot constrain Samsung from anything like restricting who Intel could do business with. It would probably be structured to require a certain minimum number of wafers or parts and optional access to more without penalty. Intel is not foundry with standard pricing so any agreement is flexible.

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