Overview
- GF Securities' Jeff Pu reiterates that Intel is expected to supply some Apple-designed chips on its 14A process with mass production targeted for 2028, including non‑Pro iPhone models.
- Pu reports a strong 14A customer pipeline at Intel that includes Apple, AMD, and Nvidia, with the 0.5 PDK released and customer commitments anticipated between late 2026 and early 2027.
- Tianfeng Securities' Ming‑Chi Kuo has said Intel could begin shipping Apple's lowest‑end M‑series processors as early as mid‑2027 using the 18A node.
- The prospective arrangement is described as fabrication‑only, with Apple continuing to design its own chips and TSMC remaining the primary manufacturing partner.
- Coverage frames the potential deal as supply‑chain diversification in response to tightening advanced-node capacity, with reports noting Nvidia's rising demand at TSMC.