Apple Explores Intel Partnership for Low-End M-Series Chips

Apple is exploring a partnership with Intel to manufacture its low-end M-series processors starting in 2027, according to supply chain analyst Ming-Chi Kuo. The move would mark Intel's return as a production partner for Apple devices after years of separation, focusing on chips for entry-level MacBook Air and iPad Pro models.

Kuo, from TF International Securities, shared the prediction on X following recent industry surveys. He indicated that visibility on the potential deal has improved significantly in recent weeks. Apple has signed a nondisclosure agreement with Intel and received an early version of the company's 18AP process design kit, known as PDK 0.9.1GA. This toolkit allows Apple's engineers to simulate and prototype chip designs. The company is now awaiting the more complete PDK 1.0 and 1.1 versions, expected in the first quarter of 2026.

If development proceeds on schedule, Intel could begin high-volume shipments of the low-end M-series chips in the second or third quarter of 2027. These processors, built on Intel's advanced 18A node technology, would power base models of devices that currently use Apple's custom silicon. The 18A process incorporates innovations like...