<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[苹果与英特尔初步达成芯片代工协议，英特尔股价当日暴涨近 14%]]></title><description><![CDATA[<p dir="auto">据《华尔街日报》5 月 8 日援引知情人士报道，苹果与英特尔已就由英特尔代工部分苹果芯片达成初步协议，双方深度谈判历时逾一年，并于近期正式落定框架。目前具体产品范围尚未披露，但此前分析师郭明錤去年秋季率先报道称协议涵盖 Mac 与 iPad 所用 M 系列入门级芯片，英特尔最快可能于 2027 年开始量产；分析师 Jeff Pu 则进一步指出合作范围或延伸至 iPhone 芯片。英特尔将依照苹果自研芯片设计进行代工，模式与台积电现有合作相似。消息公布后，英特尔股价单日涨幅一度达 14%，苹果股价小幅上涨约 2%；台积电总裁魏哲家上月已将英特尔形容为&quot;强劲竞争对手&quot;，外界认为此表态是对即将失去部分苹果订单的预先铺垫。</p>
<p dir="auto">此次合作是多重因素共同推动的结果。特朗普政府持续向苹果施压，要求将更多制造环节迁回美国本土，苹果此前已承诺投入 4000 亿美元推进美国制造；美国政府亦持有英特尔约 10%、价值约 90 亿美元的股权，并将其视为美国半导体制造复兴的核心支柱。对英特尔而言，拿下苹果这一年出货逾两亿部手机与数百万台 Mac、iPad 的超级客户，将是其晶圆代工（Intel Foundry）业务迄今最具代表性的里程碑，有助于重建其在台积电面前日益黯淡的代工信誉。值得一提的是，英特尔 20 年前曾错失为苹果 iPhone 代工 A 系列芯片的机会，彼时蒂姆·库克曾向台积电创始人张忠谋抱怨&quot;英特尔不知道如何做晶圆代工&quot;——此番合作也被部分观察者视为迟来的历史性和解。</p>
<p dir="auto"><a href="https://www.wsj.com/tech/apple-intel-have-reached-preliminary-chip-making-agreement-69eb9370" target="_blank" rel="noopener noreferrer nofollow ugc">WSJ</a> | <a href="https://9to5mac.com/2026/05/08/apple-and-intel-have-reached-a-deal-to-produce-future-chips-report/" target="_blank" rel="noopener noreferrer nofollow ugc">9to5Mac</a> | <a href="https://www.macrumors.com/2026/05/08/apple-intel-preliminary-chip-deal/" target="_blank" rel="noopener noreferrer nofollow ugc">MacRumors</a></p>
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<a href="https://9to5mac.com/2026/05/08/apple-and-intel-have-reached-a-deal-to-produce-future-chips-report/" title="Apple and Intel have reached a deal to produce future chips: report - 9to5Mac">
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Apple and Intel have reached a deal to produce future chips: report - 9to5Mac
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<p class="card-text line-clamp-3">Apple has been rumored to partner with Intel on future chips, and according to The Wall Street Journal, a deal has officially been reached.</p>
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Apple Could Soon Be Buying iPhone and Mac Chips From Old Frenemy Intel
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<p class="card-text line-clamp-3">After more than a year of discussion, Apple and Intel established a preliminary agreement that will see Intel manufacturing processors for Apple devices, reports The Wall Street Journal. Intel would make chips based on Apple chip designs, much like TSMC. Prior rumors on Intel's Apple talks have suggested Intel could make some of the lower-end processors used in Apple devices, including the lowest-end M-series chip used in select iPad and Mac models.</p>
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]]></description><link>https://welinux.com//topic/266/苹果与英特尔初步达成芯片代工协议-英特尔股价当日暴涨近-14</link><generator>RSS for Node</generator><lastBuildDate>Mon, 18 May 2026 17:16:40 GMT</lastBuildDate><atom:link href="https://welinux.com//topic/266.rss" rel="self" type="application/rss+xml"/><pubDate>Sat, 09 May 2026 05:43:53 GMT</pubDate><ttl>60</ttl></channel></rss>