Apple is turning to Intel for custom chips in a move that bolsters U.S. efforts to rebuild domestic semiconductor production, but analysts warn that advanced chips are still 2–3 years away from volume output — if they materialize at all. The deal, announced by President Trump last week, pairs Apple’s need for more manufacturing capacity amid TSMC constraints with Intel’s push to revive its foundry business, starting potentially with lower-end components for Macs and iPads.
Analysts say any advanced Intel chip will take two to three years to make and even longer to translate into gains due to the long and exacting production process.
A deal – which neither company has formally announced – would pair Intel’s effort to rebuild its credibility as a contract chipmaker with Apple’s search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip demand from the likes of Nvidia.
Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.
Baked into this deal is a strategic calculation. Intel has emerged as a key pillar in the U.S. plan to rebuild domestic chipmaking through tariffs and incentives, thanks to its 10% stake in the company and a $5 billion investment from Nvidia at the behest of President Donald Trump.
“The absolute best possible case would be 2-3 years before the first chips flowed off the line. It takes 2 years to design an SoC (system on chip) of this complexity, and a further 4 months through production cycle time to volume ramp up,” said Malcolm Penn, CEO of chip research firm Future Horizons.
This assessment assumes Intel’s technology is fully worked out and its design tools are reliable enough for Apple to depend on, Penn said. “With no track record, that’s a huge leap of faith and commercial and financial risk,” said Penn, who termed the deal “a shotgun wedding”.
“Apple would probably want to use Intel’s 14A process technology… and that’s expected to be available in 2028 or 2029 so it’s still going to be a while,” said Bob O’Donnell, an analyst at TECHnalysis Research.
MacDailyNews Take: Apple could use Intel’s existing 18A-P or older, proven nodes (Intel 3) for less cutting-edge Apple Silicon SoCs that are already designed and get started sooner. Apple could then diversify away from TSMC capacity constraints without the full risk of Intel’s newest, unproven processes for high-volume or premium chips. Choosing this route, production would likely then start in 2027 for meaningful volume.
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!
“Snoopy Unleashed,” from WildBrain Studios, is a new family film coming soon to Apple TV. When Snoopy runs away from home, Charlie Brown and the Peanuts gang go on an emotional and wondrous journey to the vibrant Big City as they search for Snoopy and discover that real friendship means loving each other just as they are.
Charlie Brown began writing to a pen pal not long after the comic strip “Peanuts” debuted in newspapers back in 1950. No one has gotten a look at whoever was on the other end of his letters — until now.
Her name is Mia, and she’s a young girl from London of South Asian descent who uses a wheelchair. She glides into the spotlight in the animated movie “Snoopy Unleashed,” coming to Apple TV in 2027, helping Charlie Brown, Snoopy and the gang explore what being a pal is really all about.
“The story is really about what real friendship is about, and I think that continues to be something that’s relevant not only to kids, but adults,” says producer Bonnie Arnold.
“True friends love you for who you are. And that’s something that we not only have to learn as kids, but we have to remind ourselves as we become teenagers and young adults and adults and even in older age,” she added.
In the 80-minute movie, Mia makes a surprise visit to a suddenly flustered Charlie Brown, who has to live up to the curated version of himself that he has presented in his letters. His relationship with Snoopy is then strained, and the dog bolts for a nearby city. Naturally, Charlie Brown and the gang, plus Mia, give chase.
With Mia, the creators wanted to birth someone as different from Charlie Brown as possible — a girl, not from a suburb or a rural town, who moves through the world differently, without a pet, and someone with confidence.
MacDailyNews Take: Hey, Grok, “How many young girls of South Asian descent who use a wheelchair were in London in 1950, according to your best estimate?”
This is an extremely niche intersection of demographics, migration history, and disability prevalence in 1950s Britain, with no direct historical records or statistics available. A rigorous estimate requires breaking it down step by step using the best available data on population, demographics, and disability rates.
1. Total South Asian population in the UK and London in 1950
Pre-1950s permanent Indian residents in Britain were estimated at around 8,000 (many lascar seamen, pedlars, students, or ayahs/nannies). Pakistanis and Bangladeshis (then often grouped) added roughly another 5,000 by 1951 estimates. Overall South Asian (Indian subcontinent origin) numbers in the UK were likely in the low tens of thousands at most—perhaps 10,000–20,000 total.
Non-white residents across all of Britain in 1950 numbered fewer than 20,000 (almost all overseas-born), including South Asians, early West Indian arrivals, and others.
London (a major port and capital with early communities in areas like East London) likely hosted a substantial but still small share — plausibly a few thousand South Asians total (e.g., 2,000–6,000). The population was not yet the large, family-oriented communities that grew in the late 1950s–1960s.
2. Number of young girls of South Asian descent
Early South Asian migrants were overwhelmingly adult males (seamen, laborers, professionals). The population was “largely male,” with family reunification (wives and children) accelerating only later, especially before the 1962 Commonwealth Immigrants Act.
Females were a small minority (ayahs, some wives, or earlier settlers). Children were even rarer—few UK-born South Asian children existed yet, and most migrants were single or had left families behind.
Rough upper-bound estimate for young girls (e.g., roughly ages 5–17) in London: likely dozens to low hundreds at most (e.g., 50–300 as a generous ceiling). Lower realistic figures are more probable given the male-dominated, sojourner nature of early migration.
3. Prevalence of wheelchair use among young girls/children
In the pre-vaccine era (Salk vaccine introduced 1955), polio caused paralysis in some cases, alongside other causes like cerebral palsy, spina bifida, tuberculosis of the spine, congenital conditions, or injuries. Many survivors used leg braces/calipers, crutches, or other aids rather than wheelchairs; full-time wheelchair dependence was less common than today for partial paralysis.
Overall prevalence of severe mobility impairment requiring a wheelchair among UK children in the 1950s was low — likely well under 0.5% and probably closer to 0.1% or less when focusing on consistent wheelchair use (vs. occasional aids). Modern analogies (adjusted downward for era-specific factors like less advanced prosthetics/wheelchairs and different survival rates) support this order of magnitude; polio added cases but did not make wheelchair use commonplace among children.
No evidence suggests significantly different rates for South Asian-origin children (health selection among migrants, nutrition, or regional polio exposure would not dramatically alter the tiny base rate here).
Combining the factors
Multiplying a small base population (dozens to low hundreds of young SA girls in London) by a low prevalence rate (<<0.5%) yields an expected value far below 1. Statistical probability points strongly to zero. Even generous upper-bound assumptions (e.g., 300 girls × 0.2% rate) suggest an expected number around 0.6, meaning zero is the mode and most likely outcome. No historical sources, censuses, or contemporary accounts mention (or even hint at) any such individuals, consistent with the math.
The forced diversity is strong with this one.
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!
