US EditionIntel Stock Pops As Analyst Sounds Alarm On Potential Apple Partnership
- On Friday, TF International Securities analyst Ming-Chi Kuo said Apple Inc. might add Intel Corp. as a supplier to ship its lowest-end M-series processor by the second or third quarter of 2027.
- To bolster supply-chain resiliency, Apple Inc. is seeking a second advanced-node supplier as it currently partners exclusively with Taiwan Semiconductor Manufacturing Company for M-series chips.
- Apple Inc. has signed an NDA with Intel Corp. and obtained the 18AP advanced-node PDK 0.9.1GA to progress performance-power-area simulations, while awaiting PDK 1.0/1.1 scheduled for 1Q26.
- Intel shares spiked on Friday after the analyst report, closing up 10.3% at $40.56 while Kuo projected annual shipments of 15–20 million units and called the order size modest.
- Aligning with U.S. 'Made in USA' policy, Kuo said Intel will still trail TSMC in the coming years, but securing Apple could make Intel's outlook more positive.
27 Articles
27 Articles
Intel could finally return to Apple computers in 2027
Will Apple turn to Intel for production of its M-series chips in 2027? That’s what supply chain analyst Ming-Chi Kuo predicted on X Friday. Citing his latest industry surveys, Kuo says that Intel’s chances of becoming Apple’s latest “advanced-node supplier… has improved significantly” in recent weeks. Any deal with Intel would be significant considering the chipmaker famously missed out on supplying its own processors for the original iPhone. Ap…
Intel Stock Soars 7% On Report It Could Soon Build Chips For Apple's Macs - Intel (NASDAQ:INTC)
Intel Corp (NASDAQ:INTC) stock gained as TF International Securities' Ming-Chi Kuo signaled growing momentum behind the chipmaker's bid to manufacture Apple Inc’s (NASDAQ:AAPL) next-generation M chips. • INTC is in a favorable position. Get the market research here. Kuo said Intel is moving closer to becoming an advanced-node foundry supplier for Apple, with momentum now much stronger than previously believed. The analyst noted that Apple alread…
After the hard separation 5 years ago, the two companies are to return to a cooperation.
Apple may be reuniting with Intel. The US is producing some low-end Intel chips for MacBook Airs and iPad Pros. This demonstration allows Cupertino to pursue its own strategies while simultaneously satisfying Trump's. Apple will reunite with Intel to make Trump smile.
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