Intel’s Strategic Alliance with Apple Signals a Potential Industry Revival

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Intel’s Potential Deal with Apple

Analyst Ming-Chi Kuo has indicated that Apple is considering using Intel for its low-end M-series chips, with shipments expected to begin in the second quarter of 2027. This would involve the use of Intel’s 18A-P manufacturing process, with initial annual volumes projected between 15 million and 20 million chips.

If finalized, the deal could generate up to $1 billion annually for Intel, based on current pricing patterns that show Apple paying TSMC approximately $45 per chip. This partnership would significantly bolster Intel’s foundry business, providing crucial endorsement amidst its efforts to regain market trust after past failures.

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