The chip manufacturing partnership between Apple and Intel is reported to be worth up to $10 billion. The biggest beneficiaries of this agreement could be semiconductor equipment manufacturers like ASML and BE Semiconductor.
The impact of the chip manufacturing partnership between Apple and Intel continues to grow. According to a new report, the total value of the agreement between the two companies could reach $10 billion. The biggest beneficiaries of this collaboration will be semiconductor equipment manufacturers such as ASML and BE Semiconductor.
Value Could Reach $10 Billion
According to a new analysis report shared by Bank of America, the manufacturing agreement between Apple and Intel could affect not only the two companies but the entire semiconductor ecosystem. It was recently revealed that Apple had reached a preliminary agreement to produce some of its chips in Intel factories. The companies reportedly had been in discussions for about a year, with the official agreement finalized in recent months.
According to the new report, this partnership will both reduce Apple's dependence on TSMC and increase Intel's foundry and packaging orders. Furthermore, new demand is expected to emerge in the semiconductor equipment market. Analysts believe that ASML and BE Semiconductor will be the biggest winners of the deal. This is because Intel will need to make significant new equipment investments if it moves to advanced manufacturing processes for Apple.
Particularly, demand for EUV lithography machines from ASML is expected to increase significantly. According to the report, if the partnership does not include iPhone chips, the value of ASML orders will be approximately 1.8 billion euros. If iPhone processors are also produced by Intel, this figure could rise to 4.6 billion euros. In this scenario, Intel would need to purchase an additional 15 new EUV machines.
A similar picture is observed on the BE Semiconductor side. Orders for the company's hybrid bonding equipment are expected to reach approximately 15 units if the iPhone deal is excluded, and up to 182 units if iPhones are included. These figures are significantly higher than current market expectations. Previously, Intel was estimated to purchase around 80 similar pieces of equipment between 2024 and 2030.
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