Since early December, Apple has begun talks with Intel with the aim of diversifying its supply chains and reducing its complete dependence on TSMC for chip manufacturing. Today, a new research report brings this issue back to the fore.
Analyst Jeff Pu from GF Securities confirmed these leaks, indicating his expectation that Intel will begin manufacturing Apple chips using 14A advanced manufacturing technology, which is expected to enter the mass production stage by 2028.
According to the report, Intel will manufacture part of the future A21 and A22 chips, with TSMC continuing as a major supplier to Apple. Similar to the current TSMC partnership, Intel’s role will be limited to manufacturing only, without participating in the design of the processors.
In the same context, the famous analyst Ming-Chi Kuo explained that the cooperation may not be limited to iPhone processors only, as Intel is likely to also manufacture some low-end M series chips, designated for a number of Mac and iPad devices, starting in mid-2027.
This trend reflects Apple’s new strategy to secure supply chains and reduce the risks associated with relying on one factory, especially with the increasing demand for advanced chipsets in the coming years.
