US media: Intel may enter Apple's supply chain

Affected by this news, the share price of a certain exchange rose by nearly 14% at the close on the 8th, while another exchange’s share price closed up by about 2% on the same day. According to a report by The Wall Street Journal, the two companies, a certain exchange and another exchange, have been in talks for over a year regarding chip foundry cooperation and have recently reached an initial cooperation intention. If a cooperation agreement is eventually signed, this will be the first time since 2016 that a certain exchange company has chosen a second high-end chip foundry besides TSMC. As the AI boom continues to heat up, global technology companies have increased investment in chips in recent years, and TSMC’s wafer production capacity has approached saturation. In addition to TSMC, a certain exchange company is currently one of the few chip manufacturers in the world with both process reliability and large-scale production capabilities, and is now accelerating capacity expansion.