Apple would like to be less reliant on both Qualcomm (radio/modem) and Intel (CPU). Qualcomm is ahead on 5G and Intel was behind on 5G and 10nm. Apple needs TSMC's 5nm performance-per-watt for AR glasses and moving MacOS from x86 to Arm, and it carries keyboard debt into the post-Ive era.

  - Qualcomm settlement bridges the 5G modem gap
  - Intel modem acquihire rekindles dream of radio autonomy
  - Did Intel modem deal delay "x86-Arm" mobile Mac transition?
  - Can 16" Macbook + 2015 keyboard buy time for new designs?