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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Apple ($AAPL) is reportedly trialling its M7 chip on Intel ($INTC) 18A-P process, which is viewed as a potential turning point for Intel's foundry business. The success of this partnership depends on Intel matching the manufacturing consistency and yields of TSMC ($TSM). The sentiment suggests that yield performance will be the "make-or-break factor" for this transition.

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head of risk @thru_xyz.