INTEL STRATEGY SHIFT COULD BEAR FRUIT WITH AN APPLE CHIP DEAL $AAPL $INTC $QCOM $NVDA $ARMH
My take from yesterday’s Intel INTC Investor meeting is that a big shift in CPUs for Apple AAPL iPhones and iPads may be ahead. Apple does not buy the CPU chip for its mobile devices from vendors like Qualcomm QCOM (QCOM) and NVIDIA (NVDA) but designs its own CPU chip based on ARM architecture. The architecture is provided by U.K.-based ARM