Intel seeks investment cooperation from Apple

VTV.vn - Intel is seeking investment cooperation from Apple as part of its strategy to restructure and restore its position in the semiconductor market.

Intel seeks investment from Apple to restore Photo: TL

According to international sources, the discussions between Intel and Apple are still in the preliminary stage, but this move shows that Intel still hopes to resume relations with one of the largest customers that used its chips. Previously, Apple used Intel microchips in its Mac lines, but since 2020, it has switched to developing its own chips to be self-sufficient in technology.

Intel has been losing market share to AMD and Nvidia for years, especially in the artificial intelligence sector, where Nvidia dominates. The company has also struggled to expand its “foundry” manufacturing strategy due to a lack of long-term customers. However, financial support packages from the US government have helped Intel’s stock recover, giving investors more confidence.

For Apple, although it is unlikely to return to using Intel chips in its flagship products, the investment – ​​if any – could open up opportunities for cooperation in advanced semiconductor technologies, especially when Apple is promoting its manufacturing strategy in the US. CEO Tim Cook has affirmed that Intel's recovery will create a healthy competitive environment, promoting innovation throughout the industry.

Analysts say that in the context of Apple announcing plans to spend $600 billion on production in the US over the next four years, Intel's search for cooperation is not only to supplement resources but also to demonstrate its ambition to regain its position on the global semiconductor map.

Global technology pivots sharply in the AI ​​and chip race

In the context of technology deals and global investment chains "heating up", many new moves from corporations and national policies have attracted the attention of the international market.

First, the alliance between OpenAI, Oracle and SoftBank announced plans to build five new AI data centers in the United States, codenamed "Stargate," which is expected to be worth up to $500 billion. This is considered a key step in expanding the infrastructure for artificial intelligence applications in the next decade.

In parallel, Alibaba announced a strategic partnership with Nvidia to develop AI products and expand its global data center network. This information pushed Alibaba's stock to a record high in 4 years.

In the semiconductor sector, TSMC – the world’s leading chip manufacturer – has unveiled a new chip design model using AI software, allowing for increased efficiency and power consumption at a fraction of the traditional architecture. This move marks a milestone in the chip industry’s efforts to cut energy and costs.

Regarding trade policy, the US Department of Commerce announced the opening of a "Section 232" investigation into imported medical goods, robots and industrial machinery to determine whether they pose a national security risk. The investigation results could lead to the imposition of additional tariffs on a large scale.

In a wave of AI investment, Nvidia has committed up to $100 billion to invest in OpenAI, while also providing data center chips. Nvidia will also invest $5 billion in Intel in exchange for new shares, showing a repositioning among the "big guys" in the technology industry.

These moves represent a dramatic reconfiguration of the web of cooperation and competition in the technology, chip and AI sectors. For Intel, the approach to Apple for investment comes amid a volatile global playing field where strategic partnerships – however small – could provide a new turning point in the recovery journey.

Source: https://vtv.vn/intel-tim-kiem-hop-tac-dau-tu-tu-apple-100250925093318793.htm