Mumbai, Nov 29 : Apple may rekindle its chipmaking ties with Intel five years after ending their partnership, but this time in a new form. According to supply chain analyst Ming Chi Kuo, Intel could start manufacturing Apple designed M-series processors by 2027, while Apple retains full control over the chip design. The collaboration is expected to focus on entry level M-series chips for devices such as the MacBook Air, iPad Air, and iPad Pro, with projected production volumes of 15–20 million units.
Unlike the earlier Intel Apple relationship, Intel will act solely as a manufacturer of Apple-designed ARM based processors, while TSMC continues to supply higher end M-series chips and iPhone processors.
Key Drivers Behind the Move:
Boosting US-Based Production: Partnering with Intel aligns with the US government’s “Made in USA” initiative. The Trump administration’s prior acquisition of a 10% stake in Intel further positions the chipmaker as a critical domestic semiconductor supplier.
Reducing Supply Chain Dependence on TSMC: Diversifying manufacturing ensures Apple has a backup option for entry-level processors, strengthening supply chain resilience amid geopolitical uncertainties.
Apple has already signed a non-disclosure agreement with Intel, secured preliminary design specifications, and awaits Intel’s updated design kit in early 2026. For Intel, producing Apple chips could validate its turnaround strategy and attract additional high-profile clients, while Apple maintains technological leadership with strategic risk management.