UNITED STATE, November 29 – Apple is rumored to be rekindling its partnership with Intel in a new manufacturing-focused role, with multiple industry reports indicating that Intel may begin producing Apple’s lowest-end M-series chips as early as 2027.
According to supply chain analyst Ming-Chi Kuo, Apple has already signed an NDA with Intel and obtained early versions of its advanced 18A/18AP process design kits, with the final kit expected in early 2026.
If development proceeds smoothly, Intel could manufacture entry-level M6 or M7 chips for future MacBook Air, iPad Air, and iPad Pro models, while TSMC continues to supply the majority of Apple’s higher-end silicon.
Analysts believe the move could support the Trump administration’s “Made in USA” priorities and help Apple diversify its supply chain, while signaling a potential resurgence for Intel as it seeks to regain footing in advanced chip manufacturing.
The reported partnership comes years after Apple’s transition away from Intel’s x86 processors toward its own Arm-based Apple silicon beginning in 2020—a shift that culminated in macOS Tahoe being named the final major release supporting Intel-based Macs.
Industry observers note that Intel’s potential return to Apple’s ecosystem, even strictly as a manufacturer rather than a chip designer, would represent a significant milestone for both companies: Apple gains a second manufacturing source in North America.
While Intel positions itself for more long-term orders as it advances into sub-2nm process technologies. The rumor has already propelled Intel’s stock upward, reflecting investor optimism that collaboration with Apple could strengthen Intel’s future prospects in the competitive semiconductor landscape.
