believe it or not your next iPhone or even your MacBook like this one could be
coming with an Intel chip now you probably don't believe me but in this
video I am going to prove it to you let's get started now over a year ago
Intel CEO Pat gelsinger said that he hopes to win back apple as a chip
customer one day that's of course because Apple dished Intel and went with
their own Apple silicon chips on their MacBooks just like they do for their
iPhones but I do think Intel is going to be right and they're going to win them
back now back then even I was laughing at Intel saying there's no way that was
gonna happen I made a bunch of videos saying that intel was done x86 was
screwed but I think I might be wrong let me show you why just the other day Apple
CEO Tim Cook said that they are going to be sourcing chips from Arizona starting
in 2024. not only that but Mark German the
Top Apple leaker also said that they could be sourcing chips from Europe in
2024 and the main point is to diversify the supply chain now if you don't know
why Apple would do that well it's because China is becoming kind of a
problem for Apple which Mark German pointed out way back in May Apple's over
dependence on China keeps creating new problems for the iPhone maker and
recently those problems have been getting even worse like apple had to
limit the airdrop file sharing feature on iPhones in China because they were
used by protesters to spread images to other iPhone users which is kind of
weird and honestly a little bit sus now even worse Apple said that the covid
lockdowns at Foxconn and China are going to be slowing iPhone 14 pro and iPhone
14 pro Max output and if you don't know what went on in those Factory is well
basically the workers were literally fleeing running away from foxconn's
largest iPhone Factory after a really bad lockdown and because of that apple
had to come out and make a statement saying that they now expect lower iPhone
14 pro and pro Max shipments than previously anticipated and customers
will experience longer wait times to receive their new products which is
really bad news and guess what just broke out if you order an iPhone right
now today it is unlikely to arrive in time for Christmas in the US that was
actually yesterday but check out today yep iPhone 14 pro models are officially
sold out you will not get one until December
27th which I don't think that's ever happened before so if you're wondering
why apple is looking to get some chips from Arizona starting in 2024 that is
basically why but that's only half the story it unfortunately could get worse
some users were saying on Twitter that apple is essentially preparing for a
potential invasion of Taiwan which is really scary to see but it looks like
apple is basically pulling out of China as quickly as they can trying to
diversify that supply chain find other sources just in case that happens
because tsmc in Taiwan is supplying basically all of Apple's chips and your
iPhone your Mac basically everything and replacing that output would take years
and making things even worse Ken Griffin recently said let's be clear if we lose
access to Taiwanese semiconductors that hit to US GDP is probably on an order of
magnitude of five to ten percent it's an immediate Great Depression so that is
the main main reason Apple needs to find some other places to Source their chips
now immediately the first thing that comes to mind is that apple is going to
use tsmc's brand new plant in Arizona that is going to be going up running in
2024. that's what I personally expected but I'm going to talk about why it could
actually be Intel that apple is looking at but before I get into how apple is
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description below to stay tuned now getting back to why I think apple is not
going to be solely relying on tsmc and probably going for Intel this is the
reason right here tsmc's Fab that they're opening in Arizona is actually a
five nanometer node chip Fab and that right there is a massive problem because
was next year's M3 chips for Max and a17 chip for the iPhone 15 Pro Models are
going to be using tsmc's second generation three nanometer process yes
they're jumping to three nanometer while the factory in Arizona is only going to
be five nanometer in 2024 when we're already going to be expecting the a18
share so that basically makes that brand new tsmc Arizona Fab useless for Apple's
new iPhones especially the high-end ones now on the positive side there are some
reports that apple and tsmc are working together to move three nanometer chip
production to the United States which is great but check out this little caveat
it's looking like it's going to be until 2025 when those three nanometer chips
are going to be available to be made in the states which unfortunately is when
Apple is expected to use two nanometer chips and the iPhone 17 pro series of
course coming from tsmc on the island of Taiwan assuming that by that time no
Invasion happens and making things even worse check out this article tsmc
Arizona plans are mostly PR for Apple suggests Bloomberg and the main point is
that the new site in Arizona the brand new Fab is only going to be producing
about 20 000 Wafers of silicon chips per month that's less than 1.6 percent of
the 1.3 million that tsmc currently churns out monthly in Taiwan and even if
they add another Arizona plant as expected the U.S facility will be
nowhere near able to fill Apple's total orders and because of that this leads us
to speculation that it's actually going to be Intel's latest Fab that apple is
is going to be using from Arizona check out this tweet from whiteaken I don't
know who that is but check it out the only Leading Edge Arizona Fab in 2024
will be owned by Intel which is their 28a node not tsmc with their five
nanometer known congrats on the ifs win at Pat gelsinger yes I think that is
actually correct because Intel is going to have a more sophisticated and more
advanced node in 2024 and Apple's probably going to want to use that
compared to those older five nanometer chips so way back a year ago when
everybody was laughing at Intel CEO saying that he wants to win back Apple
by making better chips than Apple well it looks like Intel can actually be
correct and even a couple weeks ago we got some reports from Nikkei Asia how
Intel plans to rival tsmc and Samsung as a chip sub supplier and we of course
know tsmc's number one client which is Apple so Intel wants to take some of
tsmc's business and I think Apple's gonna do it and if you didn't already
know Intel announced their road map to 2025 with all of the different process
nodes going all the way down to 18 a which is basically equivalent to 2
nanometer tsmc with 20a being equivalent to 3 nanometer which will be coming in
2024 so because of that it's basically going to be irresistible to Apple to use
those Fabs in Arizona and I think the main point that you should probably take
away is that when Tim Cook made this announcement he did not specify which
Fab or company it would be he just said we're getting chips from Arizona he
never said Arizona's tsmc he left that possibility open and the main point that
I want to make is that in the case that that Taiwan actually does get invaded
and apple loses tsmc's chip Supply Apple will literally be sourcing chips from
every possible Fab in the world of course including Intel but the problem
is that literally every other company is going to be doing the same thing because
tsmc produced the majority of the world's chips and if that gets cut off
it's gonna be bad just like Ken Griffin said it's going to be an immediate Great
Depression so because of that Apple has no choice they're gonna have to go and
diversify their supply chain they're gonna have to swallow their pride and go
for some of those nice Intel 28 chips and I think that this article from
patently Apple makes a pretty good point
while Intel will also have a new plant in Arizona it's unlikely that Apple will
shift away from tsmc unless unforeseen political Mayhem happens to break out in
Taiwan then again why didn't cook just confirm that it's tsmc so based on that
right there if things end up getting worse with the whole U.S China politics
situation there's a good chance that your next iPhone or your next Mac or
MacBook could be coming out of an Intel Fab yes that could likely happen so with
that said if you completely disagree with what I'm saying in this video let
me know down in the comment section below but if you enjoyed it click the
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those two right over there thanks for watching and we'll see you in the next
video [Music]