Apple once again rumored to partner with Intel for chip manufacturing | Infinium-tech
In early December, we first heard that Apple was talking to Intel about chip manufacturing in order to diversify its suppliers and not rely solely on TSMC.
Now a new research note from GF Securities analyst Jeff Pu reiterates this rumor. Pu says he expects Intel to start making Apple chips using its future 14A process, which will be ready for mass production in 2028.
This means that Intel will supply a portion of its A21 and A22 chips to Apple. That said, TSMC is expected to remain Apple’s main chip supplier. Like TSMC, Intel will only manufacture the chips, it will not help design them.
According to Ming-Chi Kuo, along with iPhone chips, Intel may also make some chips for select Mac and iPad models. He estimates that Intel will make lower-end M series chips by mid-2027.
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