Overview
- GF Securities analyst Jeff Pu now expects Intel to secure a deal to fabricate some non‑pro iPhone system-on-chips on its future 14A process starting in 2028.
- Intel’s role is described as fabrication-only while Apple retains chip design and TSMC continues as the primary foundry.
- Ming‑Chi Kuo previously projected Intel could ship Apple’s lowest‑end M‑series chips on the 18A node as early as mid‑2027.
- Wccftech, citing analyst research, reports Intel’s 18A yields were about 60–65% in November with a target of roughly 70% by the end of 2025, figures that remain unconfirmed.
- Neither Apple nor Intel has announced an agreement, though Kuo has said Apple obtained Intel 18A process design kits under NDA for evaluation.