Guo Mingchi: Apple is systematically cultivating Intel to enable it to become a key supplier in the long term According to a report by Golden Finance on May 15th, renowned analyst Guo Mingchi released the latest industry survey on the cooperation between Apple and Intel, stating that Apple has established three major product lines at Intel at the same time, and the investment ratio is similar to the sales volume, indicating that it is simulating and verifying the possibility of Intel becoming a full product line supplier in the future, and optimizing the mass production and collaboration process with the complete 18A-P series generation first, rather than just trial investing in a low-risk order. In addition to general considerations such as reducing the risk of exclusive supply and enhancing bargaining power, the key to Apple's actions is to realize that the gap between AI/HPC and smartphone revenue contributions to TSMC will continue to widen. Therefore, Apple must cultivate new suppliers as soon as possible while still having bargaining power, while maintaining its trading relationship with TSMC and promoting cooperation with Intel through design advantages. (Dongxin Society)