Overview
- GF Securities analyst Jeff Pu says Apple is expected to reach a deal for Intel to fabricate some non‑Pro iPhone chips starting in 2028 on Intel’s planned 14A process, a claim not confirmed by Apple or Intel.
- Ming‑Chi Kuo previously reported that Intel could begin shipping Apple’s lowest‑end M‑series chips for select Macs and iPads as early as mid‑2027 using the 18A node.
- Reporting describes a fabrication‑only role for Intel, with Apple retaining chip design and TSMC remaining the primary foundry for higher‑end and Pro‑level silicon.
- Pu’s note cites improving but still developing 18A yields of roughly 60%–65% in November, with a target near 70% by the end of 2025, pending further validation and repeatable production.
- Analysts frame the prospective Intel engagement as supply‑chain diversification with greater North American manufacturing presence, noting Intel previously supplied Apple iPhone modems.