Intel May Supply Apple's Lowest-End M-Series Chips by 2027, Per Analyst
Supply chain analyst Ming-Chi Kuo predicts that Intel could begin supplying Apple's lowest-end M-series chips by 2027, following a potential agreement involving Intel's 18AP PDK technology. The deal is contingent on Intel delivering the PDK 1.0/1.1 kit by Q1 2026 and could signal a shift in Apple's supply chain strategy. This development may have implications for both Intel's recovery and U.S. semiconductor policy.
Topics: Apple Chip Manufacturing Intel M-series Chips Supply Chain