Intel Rumored to Supply Apple with Future M-Series Chips in Surprising Shift

A new report suggests Apple may partner with Intel for future Mac processors. This would mark a significant shift in Apple’s chip strategy. The information comes from noted analyst Ming-Chi Kuo.The partnership would be fundamentally different from their previous arrangement. Intel would not design the chips but manufacture them for Apple. This move is seen as a strategic supply chain decision.

Intel’s Role Limited to Manufacturing with Advanced 18A Process

According to the report, Intel is expected to begin shipments as early as mid-2027. It would produce Apple’s lowest-end M-series chips. This would likely be the M6 or M7 generation.Intel would use its advanced 18A manufacturing process. This is a sub-2nm node. Production would reportedly occur in North America.TSMC will remain Apple’s primary supplier for most chips. This potential deal with Intel is for diversification. It is not a replacement for the existing partnership with TSMC.

Strategic Move Aims to Address Geopolitical and Supply Concerns

This decision appears driven by political and logistical factors. Sourcing chips from a US-based Intel factory aligns with “Made in USA” initiatives. This could appease the current US administration.It also helps Apple mitigate supply chain risks. Relying on a single supplier for advanced chips is a potential vulnerability. Adding Intel provides a crucial backup.Apple’s transition to its own silicon began in 2020. The M-series chips have been a major success. They offer industry-leading performance and power efficiency.

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This potential Intel-Apple deal signals a new chapter in chip manufacturing. It blends Apple’s design prowess with diversified production. The move could reshape the semiconductor landscape for years to come.

Dropping this nugget your way

Q1: Is Apple going back to Intel processors?

No. This rumor involves Intel manufacturing chips that Apple designed. The processors would still be part of Apple’s own M-series, using Arm architecture, not Intel’s x86 design.

Q2: Which Apple products would get these Intel-made chips?

The report suggests the lowest-tier M-series chips would be sourced from Intel. This likely applies to future MacBook Air, iPad Air, and iPad Pro models first.

Q3: When is this partnership expected to start?

Analyst Ming-Chi Kuo points to mid-2027 for the start of shipments. This would likely coincide with the launch of Apple’s M6 or M7 generation of chips.

Q4: Why would Apple do this after its successful chip transition?

The primary reasons are supply chain diversification and geopolitical strategy. Manufacturing chips in the US aligns with government priorities and reduces reliance on a single overseas supplier.

Q5: Will TSMC still make chips for Apple?

Yes. Reports indicate TSMC will continue to supply the vast majority of Apple’s M-series chips. The Intel deal is expected to cover only a specific, lower-tier segment of production.