Intel reportedly wins Apple chip orders, TSMC falls below 5-day moving average
According to the Wall Street Journal, Apple and Intel have reached a preliminary agreement for Intel to produce some chips for Apple devices, causing TSMC's stock price to fall. This indicates a shift in the exclusive supply of Apple processors.
📋 Article Processing Timeline
- 📰 Published: May 11, 2026 at 11:03
- 🔍 Collected: May 11, 2026 at 11:31 (28 min after Published)
- 🤖 AI Analyzed: May 12, 2026 at 02:13 (14h 41m after Collected)
Central News Agency
(Central News Agency reporter Chang Chien-chung, Hsinchu, 11th) The "Wall Street Journal" cited informed sources reporting that Apple and Intel have reached a preliminary agreement for Intel to produce some chips for Apple devices. With a shift in the situation of TSMC exclusively manufacturing Apple processors, TSMC's stock price showed weakness today, pulling back to 2255 yuan during intraday trading, falling below the 5-day moving average of 2272 yuan.
For many years, Apple has exclusively commissioned TSMC to manufacture processors for iPhones, Macbooks, and other devices, making Apple TSMC's largest customer. In recent years, with the rapid development of artificial intelligence (AI), NVIDIA first surpassed Apple in 2025 to become TSMC's largest customer.
The "Wall Street Journal" pointed out that Apple and Intel have been engaged in intensive negotiations for over a year, and a formal agreement was finalized in recent months, with Intel set to produce some chips for Apple devices.
Regarding the matter of Apple, a major customer, commissioning Intel to manufacture some chips, TSMC stated that it does not comment on market rumors.
Market observers believe that due to strong AI demand, TSMC's advanced process capacity is fully loaded, and Apple is increasing its foundry suppliers to ensure sufficient capacity. TSMC possesses a leading advantage in process technology and will continue to be the main foundry for Apple processors in the future.
TSMC's stock price today was impacted by the news of Apple commissioning Intel for manufacturing, pulling back to 2255 yuan during intraday trading, falling below the 5-day moving average, dropping 35 yuan, and its market value falling to NT$58.47 trillion, affecting the broader market by approximately 278 points. (Editor: Chang Liang-chih) 1150511
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency "First-hand News" APP to stay updated with the latest news.
Text, images, and videos on this website may not be reproduced, publicly broadcast, publicly transmitted, or utilized without authorization.
(Central News Agency reporter Chang Chien-chung, Hsinchu, 11th) The "Wall Street Journal" cited informed sources reporting that Apple and Intel have reached a preliminary agreement for Intel to produce some chips for Apple devices. With a shift in the situation of TSMC exclusively manufacturing Apple processors, TSMC's stock price showed weakness today, pulling back to 2255 yuan during intraday trading, falling below the 5-day moving average of 2272 yuan.
For many years, Apple has exclusively commissioned TSMC to manufacture processors for iPhones, Macbooks, and other devices, making Apple TSMC's largest customer. In recent years, with the rapid development of artificial intelligence (AI), NVIDIA first surpassed Apple in 2025 to become TSMC's largest customer.
The "Wall Street Journal" pointed out that Apple and Intel have been engaged in intensive negotiations for over a year, and a formal agreement was finalized in recent months, with Intel set to produce some chips for Apple devices.
Regarding the matter of Apple, a major customer, commissioning Intel to manufacture some chips, TSMC stated that it does not comment on market rumors.
Market observers believe that due to strong AI demand, TSMC's advanced process capacity is fully loaded, and Apple is increasing its foundry suppliers to ensure sufficient capacity. TSMC possesses a leading advantage in process technology and will continue to be the main foundry for Apple processors in the future.
TSMC's stock price today was impacted by the news of Apple commissioning Intel for manufacturing, pulling back to 2255 yuan during intraday trading, falling below the 5-day moving average, dropping 35 yuan, and its market value falling to NT$58.47 trillion, affecting the broader market by approximately 278 points. (Editor: Chang Liang-chih) 1150511
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency "First-hand News" APP to stay updated with the latest news.
Text, images, and videos on this website may not be reproduced, publicly broadcast, publicly transmitted, or utilized without authorization.