Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)
  • Kirk Lindstrom
    $AAPL Anyone else think Intel $INTC will build chips for Apple? Read http://bit.ly/TV4S3Y
    12/6/12
    Reply (11)
    • realornot: Apple is building theirs. No need from INTC.
      12/6/12
    • smokeyRose: but r they any good???
      12/6/12
    • Kirk Lindstrom: Apple doesn't own a chip fab. They use Samsung and TSMC.
      12/6/12
    • smokeyRose: Samsung Aren't the the Nemesis of Apple!!!!
      12/6/12
    • Kirk Lindstrom: exactly... a good reason to find a new foundry. Not many choices....
      12/6/12
    • anonymous1111: Intel is the only company with the capacity to take on Apple. They are currently at 50% utilization which is why I think it is plausible.
      12/6/12
    • rasanders22: Would Intel be willing to tie up fab spacebuilding chips for someone else (at a unkown profit margin) when in the future they could use that
      12/8/12
    • rasanders22: to build their own chips that are in high demand.
      12/8/12
    • anonymous1111: If the make an agreement to build chips the profit margin would not be unknown though less than if they sold their own chips.
      12/8/12
    • anonymous1111: The future is unknown and it is highly unlikely they would receive enough orders to fill the excess capacity they have.
      12/8/12
    • Kirk Lindstrom: They could also do custom server chips for a big data company like Google, Facebook or Amazon. See http://seekingalpha.com/a/mgdf
      12/8/12