Apple in Talks with Intel for Chip Production Deal

Apple is reportedly in discussions with Intel to revive a manufacturing partnership, with the chipmaker potentially producing some of Apple's custom-designed processors for iPhones and other devices starting as early as 2027.

According to a research note from GF Securities analyst Jeff Pu, Intel could begin fabricating Apple's A-series chips for non-Pro iPhone models using its advanced 14A manufacturing process, slated for mass production in 2028. This would involve supplying a portion of the A21 or A22 chips, though Taiwan Semiconductor Manufacturing Company, or TSMC, would remain Apple's primary foundry. Pu noted that Intel has a strong pipeline of external customers for the 14A technology, including Apple alongside AMD and Nvidia. Apple would handle all design work in-house, with Intel's role limited to production.

The potential collaboration extends beyond smartphones. Analyst Ming-Chi Kuo of Tianfeng Securities has predicted that Intel might start manufacturing lower-end M-series chips for select Mac and iPad models as early as mid-2027, utilizing Intel's 18A process. These would target entry-level devices, ensuring Apple maintains control over its silicon architecture.