Apple is reportedly exploring a collaboration with Intel to produce its entry-level M-series processors, which power devices such as the MacBook Air and entry-level iPads. The move would make Intel a second manufacturing source alongside TSMC to meet Apple’s growing supply-chain demands.
According to industry sources, Intel will manufacture these chips using its upcoming 18AP process node under a non-disclosure agreement with Apple. Supply-chain analyst Ming-Chi Kuo reported that the process design kits (PDKs) for versions 1.0 and 1.1 are expected to be available by early 2026, with mass production slated for 2027. Apple’s entry-level M-series segment represents high-volume shipments even if the processors are not as technologically complex as higher-end models. Intel is expected to supply between 15 million and 20 million units annually.
This development marks a notable change for Apple, which fully transitioned from Intel processors to Apple Silicon in 2020, relying solely on TSMC for its chip production. The decision underscores Intel’s ambitions to expand its foundry operations and compete with major semiconductor players like TSMC and Samsung, with the 18AP node potentially entering full production by mid-to-late 2027.
The partnership would strengthen Apple’s supply chain flexibility while allowing Intel to gain a significant foothold in consumer processor manufacturing for laptops and tablets.
