Apple May Turn to Intel for M-Series Chip Production by 2027 Here’s What It Means

Apple May Turn to Intel for M-Series Chip Production by 2027 Here’s What It Means

Apple might soon bring Intel back into its supply chain and this time not for Intel CPUs, but to manufacture Apple’s entry-level M-series chips starting in 2027. According to a new prediction from supply chain analyst Ming-Chi Kuo, Intel’s chances of securing this deal have “improved significantly” in recent weeks.

For years, Apple has depended almost entirely on TSMC to build the chips powering its iPhones, iPads, and Macs. But that could change soon. Kuo reports that Apple is working with Intel under a non-disclosure agreement (NDA) to evaluate Intel’s advanced 18AP process node, a new manufacturing technology Intel hopes will help it compete directly with TSMC.

Intel’s Tech Timeline and Apple’s Expectations

Right now, Intel has already shared its 18AP PDK 0.9.1GA kit (a design toolkit used for chip development) with Apple. The next major milestone is the PDK 1.0 and 1.1 kits, set to arrive in Q1 2026.

If everything stays on track:

• Apple could finalize its chip designs by late 2026.
• Intel could begin production of Apple’s lowest-end M-series chip between Q2 and Q3 2027.

However, Kuo notes that this timeline depends heavily on how stable and mature Intel’s process becomes once Apple receives the updated kits.

Why This Apple–Intel Deal Matters

A partnership like this would be a major shift in the global chip industry for several reasons:

1. Apple wants to “buy American”

With rising pressure from the U.S. government to bring manufacturing back home, working with Intel could help Apple show commitment to building a more U.S.-centered supply chain.

2. A comeback moment for Intel

Intel has struggled for years to keep up with TSMC’s technology. Landing Apple as a customer would be a massive confidence boost and could signal a turnaround for the company.

Kuo even suggests that if Intel succeeds with the 18AP node, future technologies like 14A could attract more orders from Apple and other major brands.

What Happens Next?

Nothing is confirmed yet. Apple traditionally prefers to test manufacturing partners for years before committing to full-scale production. But if Intel delivers on its promises, MacBooks in 2027 may include Apple M-series chips built on American soil by Intel—a surprising twist considering Intel famously missed out on powering the original iPhone.

For now, all eyes are on Intel’s 2026 PDK delivery and whether the company can finally match TSMC’s pace.

TechCity