Back from the dead ...

Intel, back from the dead.

Yours truly has years old Apple tech using Intel to crunch data. A wonderful MacBook Pro able to run virtually everything I need without issue and a 14 year old trash still runs without issue. Now, Intel looked into the abyss but did not fall in. As one who has used systems for years from 8088 driven computers back in the late 70's and early 80's to 2026's multithreaded tech, it warms the cackles of this old heart without question. :)

A deal between Intel and Apple could lead to higher demand for chip manufacturing and bonding machines, suggests a report from Bank of America. Media reports have suggested that Apple and Intel have signed an agreement through which some of Apple's chips would be made by Intel. As of now, Apple is believed to procure its chips from Taiwan's TSMC, and following the reports, BofA is out with some fresh estimates about the deal's value and its impact on the chip manufacturing equipment industry.

Intel Could Order As Much As €4.6 Billion Worth Of Machines From ASML
In Case Of Apple's Order, Says BofA

BofA's coverage, reported in the Dutch media, estimates that a deal between Intel and Apple could be worth $10 billion. While initially reported in the Chinese media, the purported deal was reported by The Wall Street Journal earlier this month. It claimed that the two had entered into a preliminary agreement after conducting negotiations for more than a year. However, details about the technology that Apple might use or which products Intel might manufacture remained unclear.

Related Story Tesla Reportedly Moving The Production Of Its AI6.5 Chip From TSMC To Intel “Under The Pressure And Insistence Of The Trump Administration”

Now, according to BofA, not only can the deal be worth $10 billion, but it can also spur demand for chip manufacturing machines. The two firms that it mentions in its coverage are the Dutch semiconductor manufacturing equipment producers ASML and BE Semiconductor. ASML is the world's only producer of EUV chip manufacturing machines, which are indispensable for manufacturing the latest chips.

When thinking about ASML, one should give homage to Perkin-Elmer as they invented fabs and then sold their tech, at cost, to ASML because marketing destroyed the company in real time.