Industry News18a processfoundryintelapple
Intel Reenters Apple Chipmaking As Foundry Partner
6.0
Intel Corp. is reportedly set to manufacture Apple’s low-end M-series processors using its 18A process as early as 2027, analyst Ming-Chi Kuo said. The deal, aimed at entry-level Macs and iPads with potential annual shipments of 15–20 million units, would diversify Apple’s TSMC-dependent supply chain and help validate Intel’s foundry strategy amid geopolitical and capacity pressures.
Key Points
- 1Intel to manufacture Apple low-end M-series chips from 2027, targeting 15–20 million annual units
- 2Deal validates Intel's 18A process against TSMC's leading nodes and diversifies supply chain
- 3Practitioners should reassess supply-risk, packaging, and validation requirements for Apple-compatible foundry production
Scoring Rationale
Moderate industry impact driven by potential supply-chain shift, limited by analyst-source reporting and lack of official confirmation.
Sources
Public references used for this report.
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