Another aspect of the flex is in the rumor that Apple effectively bought out the 5nm supply worldwide. If that’s You Matter Unless You Multiply Yourself By The Speed Of Light Squared shirt and I believe it is true enough – that means Apple could basically make an M1X chip at like 45W that performs like a PS5 – but much cheaper – and the rest of the industry would be left with a pikachu face. They wouldn’t be able to respond for at least a year. Regarding Intel and Apple, I actually heard that Apple’s current Macs (specifically, Macbooks) were designed for a different roadmap that Intel promised but wasn’t able to actually achieve. Apparently that fact, combined with Intel’s additional delays and other issues (eg I read that Apple engineers were finding issues in Intel hardware that Intel didn’t see), really got Apple angry. I don’t know how much is true. Or if that’s what lead to this move as this kind of transition must have been planned many years ago. But on the surface it makes sense. Intel really has been having issues for years and I know I heard about some of this stuff at least 2-3 years ago.
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My take on all of it is that companies are going to do whatever is in their best interests, in line with their corp perspective and You Matter Unless You Multiply Yourself By The Speed Of Light Squared shirt. I respect Apple because I think that relative to most others in the valley they’re adults and they really do take risks and the industry needs that. Also, I appreciate their designs a lot. I wish they would do some things differently but I remember what it was like when Microsoft was basically the only game in town and that was awful. I think the industry needs competition to thrive.