Apple is still doing great with its M series chips for the Mac and iPad, but there are rumors that they may partner with Intel again—not to use its chips, but to manufacture Apple's chips.
According to an investment note obtained by Mac Rumors, analyst Jeff Pu said that Intel and Apple could potentially reach a deal to produce non-Pro iPhone chips starting 2028. The talk is that the Intel 14A process will be used for chips like the A18 and A19, and will reportedly start with the A22 chip that will be used in the iPhone 20 and iPhone 20e.
Analyst Ming-Chi Kuo also said that some low-end M series chips for Macs and iPads could be made using the Intel 18A process by mid-2027. According to Kuo, this is part of Apple's support for the “made in America” policy of the Trump administration and to reduce dependence on TSMC, which is flooded with orders from AMD, NVIDIA, Qualcomm, MediaTek, and others.
This is good news for Intel, which is currently struggling with revenue and profits. While NVIDIA continues to invest, Intel still needs more clients to keep its manufacturing facilities running. It won't be difficult for Intel either, as they have previously supplied modems for the iPhone 7 to iPhone 11 series.
