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.
37 Articles
37 Articles
Intel could return to Macs and iPads by 2027, but this time as Apple's contract chipmaker
According to Kuo, Apple has already signed a non-disclosure agreement with Intel to access an early 18AP process design kit, specifically a 0.9.1 GA revision that lets Apple's silicon team model and prototype designs against Intel's upcoming node.Read Entire Article
Apple may turn to Intel again for entry-level M-series chips: Leaks
Apple is rumoured to be taking a surprising pivot in its silicon strategy soon. As per the new report by analyst Ming-Chi Kuo, the leading tech giant’s entry-level M-series chipsets might be manufactured by Intel from 2027 onwards. The two companies have reportedly already signed a non-disclosure agreement that allows Intel access to Apple's 18AP process development kit. If true, this would constitute Apple's biggest outsourcing move since the c…
Apple and Intel are ready to launch a new partnership for the future generations of Apple Silicon chips. The American chips manufacturer will produce the less powerful models of the next line...
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…
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