11 May 2026
13

Apple and Intel formally reconcile to once again produce chips. As 2027 nears and the likelihood of a Chinese invasion of Taiwan rising, the risks to serious global chip disruption is something that cannot be ignored. Apple is smart to diversify their supply chain partners and Intel is in a prime position to continue to manufacture and ship products, even if the South Pacific or China Sea is in chaos.
https://open.substack.com/pub/matthewrosenquist/p/apple-pivots-to-intel-for-a-secure

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