A new round of industry reports claims that Intel may soon begin manufacturing Apple’s future chips, marking a surprising shift after Apple moved away from Intel processors in 2020. According to analysts, Apple is considering Intel’s advanced 18A fabrication node for its upcoming entry-level M-series chips, with production potentially starting in 2027.
While TSMC will reportedly continue building Apple’s high-end Pro, Max, and Ultra chips, Intel may handle the base models, a major win for Intel Foundry Services as it pushes to regain relevance in the semiconductor industry. Another analyst note suggests the partnership could extend further, with Intel possibly producing non-Pro iPhone A-series chips by 2028, targeting future lower-tier iPhones.
Importantly, Apple would continue to design all chips in-house, with Intel responsible only for manufacturing. The move is seen as a strategy to diversify Apple’s supply chain, reduce reliance on TSMC, and align more closely with U.S. manufacturing goals.
Following the reports, Intel’s stock surged as investors reacted positively to the possibility of a renewed Apple partnership. If the deal materializes, it would mark one of the most significant shifts in Apple’s chip production strategy in years and a major comeback moment for Intel.
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