Apple Considers Limited Reengagement with Intel for Mac Chips

While all current Macs utilize Apple's custom silicon, a recent rumor hints at a potential, albeit limited, partnership revival with Intel.

According to Ming-Chi Kuo, an analyst specializing in Apple supply chains, Intel might commence shipping its lowest-end M-series chips to Apple as early as mid-2027.

Kuo states that Apple intends to employ Intel's 18A process, which represents the earliest sub-2nm advanced manufacturing node available in North America.

If these rumors hold true, Intel could supply chips like the M6 or M7 for future MacBook Air, iPad Air, and iPad Pro models. However, it's important to note that, unlike previous Intel-based Macs which used x86 architecture designed by Intel, Apple's M-series chips are custom-designed and based on Arm architecture. In this scenario, Intel's role would solely involve manufacturing assistance.

TSMC will continue to produce the majority of Apple's M-series chips, solidifying its dominant manufacturing role.

Kuo suggests this move to have Intel supply some low-end chips could be strategic for Apple, aligning with U.S. government preferences for domestic manufacturing ("Made in USA") and diversifying its supply chain.

Apple initiated its transition away from Intel processors in 2020, now primarily focusing on its high-performance, power-efficient M-series chips. The upcoming macOS Tahoe release is set to be the final major macOS version supporting Intel-based Macs with x86 architecture.

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