“Piper Jaffray semiconductor analyst Gus Richard this morning writes that since ‘Intel has no market share in the next wave of computing,’ the company should consider becoming the foundry to manufacture the custom microprocessors that Apple designs into its iPhones, iPods and iPads,” Tiernan Ray reports for Barron’s.
“Apple, for its part, could move away from a relationship with Samsung, which competes with Apple on the device side, a situation that has led both companies to sue one another for patent infringement,” Ray reports. “‘We believe Apple is shifting away from Samsung,’ writes Richard… ‘Based on a number of inputs, we believe Intel is also vying for Apple’s foundry business. A partnership between the two companies would drive dominance in tablets similar to Wintel‘s dominance in PCs,. he adds, referring to the long-time partnership between Intel and Microsoft.”
Read more in the full article here.
MacDailyNews Take: iOStel?
[Thanks to MacDailyNews Reader “Dominick P.” for the heads up.]