Since the transition away from Intel chips, Apple has relied exclusively on TSMC for its cutting-edge processors. However, a significant shift may be on the horizon. According to renowned supply chain analyst Ming-Chi Kuo, Intel could begin shipping Apple’s lowest-end M-series processors as early as 2027.
The report indicates that Apple has already signed a Non-Disclosure Agreement (NDA) with Intel and is currently evaluating Intel’s advanced “18AP” manufacturing node. Initial simulations and research are reportedly tracking in line with expectations. Apple is currently waiting for the final version of the design tools, which are scheduled for release in the first quarter of 2026. If development progresses smoothly after that milestone, Intel could begin shipping these chips between the second and third quarters of 2027.
Kuo specifies that this arrangement covers Apple’s lowest-end M processor. These chips are primarily found in high-volume, efficiency-focused devices like the MacBook Air and the iPad Pro. The report estimates that shipments for these specific processors will sit between 15 and 20 million units annually in 2026 and 2027.
Interestingly, Kuo also dropped a hint about a potential future device: a “more affordable MacBook model” utilizing an iPhone-class processor. This new device could launch in 2026, potentially impacting the shipment volume of the standard MacBook Air.
For Apple, this appears to be a strategic diversification. While the company will remain highly dependent on TSMC for its most advanced technology, securing a second source helps mitigate supply chain risks. Furthermore, utilizing Intel’s U.S.-based foundries would align with “Made in USA” policy initiatives, which are expected to be promoted heavily by the incoming administration.
For Intel, the implications are massive. Even if they aren’t competing head-to-head with TSMC on volume or top-tier performance yet, winning a tier-one customer like Apple validates their foundry business. It signals that Intel’s manufacturing reboot is working and could pave the way for them to capture more significant orders with future nodes.
TSMC is not losing its crown anytime soon. The Taiwanese giant will continue to manufacture the bulk of Apple’s lineup and maintain its technology leadership for the foreseeable future.
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