Overview
- GF Securities analyst Jeff Pu now expects Intel to manufacture some non‑Pro iPhone chips starting in 2028 on Intel’s planned 14A process.
- Ming‑Chi Kuo previously reported Intel could begin shipping Apple’s lowest‑end M‑series chips for select Macs and iPads as early as mid‑2027 using the 18A node.
- Apple would keep full in‑house chip design control while adding Intel as a second foundry alongside its primary manufacturer, TSMC.
- Neither Apple nor Intel has confirmed a supply agreement, and any timeline depends on process design kit validation and repeatable yield performance.
- A GF Securities note cited recent 18A yield progress and frames the move as supply‑chain diversification with more North American manufacturing capacity.