TF International Securities analyst Ming-Chi Kuo reported that Apple could enlist Intel to manufacture its lower-end M-series chips as early as mid-2027. [8, 9, 11] According to the report, Apple plans to use Intel's 18A process for future chips, potentially starting with the M6 or M7 generation for devices like the MacBook Air and iPad. [11] This move would mark a renewed partnership with Intel, though this time Intel would act as a manufacturer for Apple's custom-designed Arm-based chips, not as a processor designer. The potential partnership is seen as a way for Apple to diversify its supply chain and support the 'Made in USA' initiative. [11] While there was no specific report on Apple's stock reaction, the news had a significant positive impact on Intel's stock, which jumped more than 6% following the analyst's note. [9] The development is contingent on Intel's progress with its upcoming manufacturing technology. [9, 10]
Apple may partner with Intel for future Mac chip manufacturing, says prominent analyst
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