Intel Begins iPhone and Mac Chip Production as Apple Explores TSMC Alternative: Report
Intel will reportedly spend 2026 testing Apple processors as the companies evaluate a backup supplier for older iPhone, iPad and Mac chips.
7 Articles
7 Articles
Intel begins iPhone and Mac chip production as Apple explores TSMC alternative: Report
Apple has begun producing low-end processors for its devices at Intel's foundries, marking a shift from TSMC. Analyst Ming-Chi Kuo reports that 80% of these chips are for iPhones, with production ramp-up expected by 2027
The partial return of Intel to Apple could respond to current supply chain tensions.
Read the original note on the following link: Apple would be testing the manufacture of its chips in Intel installations to avoid relying on TSMC Apple would be testing the manufacture of some of its chips in Intel installations, in a strategy aimed at diversifying its supply chain and reducing its strong dependence on TSMC. According to analyst Ming-Chi Kuo, both companies have already started testing using the Intel 18A-P process, a technology…
Apple Intel 18A-P Trial Signals Massive Potential Upgrade for iPhones & Macs
Apple has reportedly begun test production runs on Intel’s new 18A-P fabrication process, according to supply chain analyst Ming-Chi Kuo. The Apple Intel 18A-P trials could affect future iPhone, iPad, and Mac chips, with full production targeted for 2027. The shift highlights Apple’s effort to diversify beyond TSMC amid geopolitical and supply chain pressures. The […]
Why Apple needs Intel — and America needs them both
If you think about it, it’s in the national interest for Apple to work with Intel to develop at least some capacity for silicon production outside of Taiwan. It’s also in Apple’s interest, as its continued growth means it needs more and more chips to put inside an ever-expanding product catalog. During Apple’s Q2 26 fiscal call, CEO Tim Cook said the lack of what he called “high-end nodes” is affecting sales, particularly for Macs. He shared thi…
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