Intel Set to Rejoin Apple Computers by 2027
Apple may be set to re-engage with Intel for the production of its M-series processors by 2027. This development follows predictions from supply chain analyst Ming-Chi Kuo, who recently shared insights on X. Kuo’s findings point to a significant improvement in Intel’s prospects to become Apple’s advanced-node supplier.
Intel’s Role in Apple’s Future
Kuo highlights that Apple has entered a non-disclosure agreement with Intel to utilize the company’s 18AP PDK 0.9.1GA chips. Currently, Apple is awaiting the delivery of Intel’s PDK 1.0/1.1 kit, which is expected to arrive in the first quarter of 2026.
Timeline for M-Series Processors
If the timeline remains unaltered, Intel could begin supplying Apple with its lowest-end M-series processors. These processors, built on the 18AP advanced node, may start shipping in the second or third quarter of 2027.
- 18AP PDK 0.9.1GA chips: Currently under agreement with Apple.
- Expected delivery of PDK 1.0/1.1: First quarter of 2026.
- M-series processor shipping: Potentially by Q2 or Q3 of 2027.
Implications of the Partnership
A collaboration between Apple and Intel could have broader implications. Kuo suggests that this deal might help Apple reinforce its commitment to “buying American,” especially in light of previous governmental pressures. For Intel, such an agreement could indicate a recovery from its recent challenges.
Kuo further notes that the potential for the 14A node and subsequent advancements could lead to increased orders from Apple and other top-tier clients. This shift could make Intel’s long-term outlook considerably more favorable.
Conclusion
As the relationship between Apple and Intel evolves, the tech world will watch closely to see if Apple will integrate Intel’s 18AP processors into its entry-level M-series offerings. The outcome of this partnership could significantly influence both companies’ futures in the semiconductor market.
