TSMC To Shrug Off Apple’s Pivot To Intel Fabs For The M7 And A21 Chips, As Bernstein Calls The Deal’s 18A-P Node Volumes Too “Small” To Matter

May 18, 2026 - 19:31

Updated: 2 hours ago

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TSMC To Shrug Off Apple’s Pivot To Intel Fabs For The M7 And A21 Chips, As Bernstein Calls The Deal’s 18A-P Node Volumes Too “Small” To Matter

Apple's probable return to Intel's fabs is not a threat to TSMC, which remains the "most trustworthy AI compounder," according to a new research report from Bernstein SocGen Group. One analyst claims Apple's deal with Intel poses no threat to TSMC, especially given Intel's technology lag and the relatively "small" quantity of chips involved Bernstein is out with an interesting report today, noting that the chip fabrication deal between Apple and Intel, which is reportedly close to becoming official after a preliminary agreement, poses no threat to TSMC. Bernstein analyst, Mark Li, believes there is "no sign suggesting Intel narrowing […]

Read full article at https://wccftech.com/tsmc-to-shrug-off-apples-pivot-to-intel-fabs-for-the-m7-and-a21-chips-as-bernstein-calls-the-deals-18a-p-node-volumes-too-small-to-matter/