A new chapter may be opening between Apple and Intel. Industry analyst Ming-Chi Kuo reports that Apple is considering outsourcing production of some entry-level M-series chips to Intel starting around 2027, leveraging Intel's advanced 18A process node.
This potential partnership marks a significant shift. Apple ended its 15-year CPU supply relationship with Intel in 2020 to transition Macs to its own Apple Silicon. The reported move is seen as Apple's strategy to establish a "second pillar" for advanced manufacturing beyond TSMC.
According to the report, Apple has signed an NDA with Intel and received the 18A PDK 0.9.1GA tool kit, with joint PPA (Power, Performance, Area) simulations meeting expectations. Mass production could follow Intel's release of PDK 1.0/1.1 in Q1 2026, with chip deliveries possible in Q2/Q3 2027.
The Intel 18A process, competing with TSMC and Samsung 2nm nodes, utilizes RibbonFET transistors and PowerVia backside power delivery. It promises over 15% performance gain, more than 25% power reduction, and 30% higher transistor density, aligning with Apple's focus on efficiency.
Initial production would focus on chips for MacBook Air and iPad Pro, with annual demand estimated at 15-20 million units. While the volume is unlikely to significantly impact TSMC's business, securing Apple as a client would be a major win for Intel's foundry ambitions.
The move aligns with broader "Made in USA" policy goals, diversifies Apple's supply chain for security, and could strengthen its negotiating position with TSMC.
ICgoodFind: A potential Apple-Intel deal would intensify competition in advanced chip manufacturing, offering more options and resilience for the industry.
