Apple Considers Intel for New M-Series Chips: Report
Apple, known for its exclusive partnership with TSMC for M-series chip production, is reportedly considering Intel as a new supplier. Analyst Ming-Chi Kuo suggests that by 2027, Intel could begin producing Apple’s lower-end M-series processors.
Potential Collaboration with Intel
Currently, Apple’s collaboration with TSMC has been critical for manufacturing its silicon chips, including those used in the iPhone, iPad, and Mac. However, to diversify its supply chain, Apple may introduce Intel as a key partner beginning in 2027.
Production Timeline
Kuo’s insights indicate that Intel is expected to start shipping Apple’s lowest-end M processor around the second to third quarter of 2027. This timeline hinges on Intel’s progress in releasing the tentative PDK 1.0/1.1, scheduled for the first quarter of 2026.
- Lowest-end M processor: Refers to the standard M5 chip.
- Higher-end chips: TSMC will continue to produce M5 Pro, M5 Max, and M5 Ultra.
Strategic Reasons for Diversification
Kuo identifies two primary motivations for Apple’s move:
- Support for U.S. Manufacturing: Partnering with Intel aligns with the Trump administration’s ‘Made in USA’ policy.
- Supply Chain Management: Securing a second source can help mitigate risks associated with dependency on a single supplier.
As Apple looks ahead, the potential integration of Intel into its chip production strategy represents a significant shift. This development could reshape the landscape of chip manufacturing, underscoring the importance of diversification in technology supply chains.
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