Why Apple Chose Intel for MacBook Chips Over Samsung

Title: Apple Explores Intel 18A Chip Production for Future Macs in Strategic Shift

Apple is reportedly considering a major shift in its chip supply chain. According to industry analyst Ming-Chi Kuo, the tech giant is evaluating Intel’s 18A (1.8nm) process node for future M-series processors. This potential partnership could see Intel producing lower-end Apple silicon as early as mid-2027.

This move would mark a significant step for Intel’s foundry business. It also diversifies Apple’s manufacturing beyond its exclusive reliance on TSMC.

Apple Intel 18A chips

Apple’s Potential Partnership with Intel Foundry

The plan would involve Intel manufacturing specific M-series chips at its US-based facilities. This initiative aligns with broader industry efforts to bolster advanced semiconductor production in North America. The chips in question are anticipated for future iPad Air, iPad Pro, and MacBook Air models.

Intel’s 18A process node represents its most advanced chipmaking technology. It is designed to compete directly with TSMC and Samsung’s 2nm-class production nodes. Securing Apple as a client would be a massive win for Intel Foundry.

TSMC to Retain High-End Apple Chip Production

Despite this potential new partnership, TSMC is expected to remain Apple’s primary supplier for high-performance chips. According to Reuters, TSMC will continue fabricating the most powerful M-series processors for MacBook Pro, Mac Studio, and Mac desktops. These chips would also transition to a 2nm process.

This dual-supplier strategy would allow Apple to mitigate risk and potentially negotiate better terms. It also ensures a stable supply of its most critical components from the industry-leading TSMC.

Broader Implications for the Chipmaking Industry

This development highlights the intense competition in the advanced semiconductor sector. Samsung Foundry has also begun mass production of 2nm chips. Its Exynos 2600 processor is slated for future Galaxy devices.

Apple’s apparent decision to choose Intel over Samsung for its secondary supplier is notable. Industry watchers suggest this could be for geopolitical reasons or to avoid strengthening its direct competitor in consumer electronics. The move underscores the strategic nature of chip sourcing in the current global landscape.

This potential deal between Apple and Intel could reshape the advanced semiconductor supply chain, bringing a new major player to the forefront of Apple Intel 18A chips production and increasing US manufacturing capacity for cutting-edge technology.

Info at your fingertips

What is Intel’s 18A process?

Intel 18A is a 1.8nm-class semiconductor manufacturing node. It represents Intel’s most advanced chipmaking technology, competing directly with other 2nm processes from TSMC and Samsung Foundry.

Which Apple products would use Intel-made chips?

Initial reports suggest lower-tier devices like the MacBook Air, iPad Air, and iPad Pro. High-end MacBook Pro and Mac desktops are expected to remain with TSMC.

When would Intel start making chips for Apple?

Analyst Ming-Chi Kuo suggests mass production could begin in mid-2027. This would likely be for chips designated as M6 or M7 series.

Why is Apple considering a second chip supplier?

Diversifying its supply chain reduces risk and increases negotiating power. It also aligns with political initiatives to advance US-based semiconductor manufacturing.

Is Samsung Foundry also in the running?

Current reports indicate Apple is prioritizing Intel. This may be to avoid sharing advanced chip designs with Samsung, a direct competitor in multiple electronics markets.