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苹果牵手英特尔，ASML能否吃到46亿欧元大单？关键看iPhone
苹果与英特尔的芯片代工安排仍被报道为初步协议，具体产品、产量、制程和商业条款尚未明确披露 [1][4][9]。 美国银行相关报道给出两档ASML情景：不含iPhone约18亿欧元，若覆盖iPhone最高约46亿欧元，并可能需要15台额外EUV设备 [31][32]。
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openai.comCreate a landscape editorial hero image for this Studio Global article: What could Apple’s preliminary chip-manufacturing deal with Intel mean for ASML and the wider semiconductor equipment supply chain, includin. Article summary: Apple’s reported preliminary chip-manufacturing deal with Intel would be a potential positive for ASML and parts of the semiconductor equipment chain if it led to a larger Intel foundry ramp, but the evidence is still li. Topic tags: general, general web, news, user generated. Reference image context from search candidates: Reference image 1: visual subject "# Apple, Intel Reportedly Near Chip Deal That Could Reduce TSMC Reliance. Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple’s TSMC re" source context "Apple, Intel Reportedly Near Chip Deal That Could Reduce TSMC ..." Reference image 2: visual subject "Business
苹果据称与英特尔达成的初步芯片代工协议，表面上是苹果供应链新闻，实际也是英特尔Foundry能否证明自己、以及半导体设备需求能否再上台阶的一次测试。最关键的前提是：这仍不是一份公开、最终、细节完整的生产合同。现有报道称合作为初步性质，具体产品、产量、制程节点、时间表和商业条款仍未明朗 [1][
4][
9]。
先厘清：到底报道了什么
彭博社此前报道称，苹果曾与英特尔和三星进行探索性谈判，希望在美国生产其设备的主处理器，从而在长期合作伙伴台积电之外，多一个潜在选择 [17]。随后，多篇援引《华尔街日报》的报道则称，苹果和英特尔经过一年多讨论后，已就英特尔在美国制造部分苹果设备处理器达成初步协议 [
1][
4]。
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要点
- 苹果与英特尔的芯片代工安排仍被报道为初步协议，具体产品、产量、制程和商业条款尚未明确披露 [1][4][9]。
- 美国银行相关报道给出两档ASML情景：不含iPhone约18亿欧元，若覆盖iPhone最高约46亿欧元，并可能需要15台额外EUV设备 [31][32]。
- BE Semiconductor（BESI）也被点名受益：美银相关测算显示，混合键合设备需求可能从15台升至182台，取决于iPhone是否纳入 [31][32]。
- 美国本土制造是这桩潜在合作的战略背景，但现有报道没有证明存在与该初步协议直接挂钩的政府补贴、采购承诺或撮合安排。
人们还问
“苹果牵手英特尔，ASML能否吃到46亿欧元大单？关键看iPhone”的简短答案是什么？
苹果与英特尔的芯片代工安排仍被报道为初步协议，具体产品、产量、制程和商业条款尚未明确披露 [1][4][9]。
首先要验证的关键点是什么？
苹果与英特尔的芯片代工安排仍被报道为初步协议，具体产品、产量、制程和商业条款尚未明确披露 [1][4][9]。 美国银行相关报道给出两档ASML情景：不含iPhone约18亿欧元，若覆盖iPhone最高约46亿欧元，并可能需要15台额外EUV设备 [31][32]。
接下来在实践中我应该做什么？
BE Semiconductor（BESI）也被点名受益：美银相关测算显示，混合键合设备需求可能从15台升至182台，取决于iPhone是否纳入 [31][32]。
接下来我应该探索哪个相关主题？
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来源
- [1] Apple inks 'preliminary chip-making agreement' with Intelmacdailynews.com
In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement under which Intel will manufacture some of the chips that power Apple devices. The news, reported by Robbie Whelan and Rolfe Winkler...
- [4] Apple signs preliminary chip-making deal with Intel, WSJ reportstechobserver.in
- Apple and Intel reach preliminary agreement for US-based chip manufacturing - Intel shares rose over 14 per cent following the report - Deal would reduce Apple's reliance on Taiwan's TSMC for processor fabrication Apple has reached a preliminary agreement...
- [5] Apple-Intel Chip Deal: Add INTC, Trim TSM, or Hold AAPL?heygotrade.com
Apple just handed Intel its biggest vote of confidence in a decade. Reports last week confirmed a preliminary deal for Intel to manufacture Apple's lowest-end M-series chips on its 18A-P process, starting in 2027. ... Apple is not moving its full chip stack...
- [7] Intel lands Apple chip deal as two tech giants end intensive year-long talksmexc.com
Apple has tapped Intel for chip production in a major win for the struggling US semiconductor firm, The Wall Street Journal reported Friday. Apple, which ships more than 200 million iPhones a year, and Intel, now led by CEO Lip-Bu Tan, have reached a prelim...
