Apple relies on TSMC to build every M-series chip today, but that setup might evolve soon. Analyst Ming-Chi Kuo says Apple plans to add Intel as a second manufacturing partner, starting with the lowest-end M-series processor in 2027. The move would not change how Apple designs its chips. It would only change who fabricates some of them.
According to Kuo’s post on X, Apple already signed an NDA with Intel and gained access to Intel’s 18AP process design kit. The research work is moving as expected, which puts Apple on track to decide once Intel releases its updated tools in early 2026. With this, Apple can plan and avoid heavy dependence on a single supplier.
Why Apple Is Turning to Intel Again
Kuo explains that Apple wants two things. First, Apple wants to show support for the United States’ manufacturing push. Second, Apple wants stronger supply chain resilience. Even though TSMC still handles most advanced chips, Apple wants a fallback option to protect production.
Kuo adds that Intel would build only the standard M-series chip. This means the regular M5 or possibly the M6 or M7 for devices like MacBook Air, iPad Air, and iPad Pro. TSMC would continue making the Pro, Max, Ultra, and all iPhone-class chips. Because of this split, Apple keeps TSMC for high-volume work while bringing Intel into a more controlled part of the lineup.
A Limited Return for Intel
This deal would not revive the old Intel era in Macs. Apple’s M-series chips remain Apple-designed and Arm-based. Intel would have no role in architecture or features. Intel would only manufacture the chips using its upcoming 18A process, which Kuo describes as the earliest sub-2nm node built in North America.
Apple ended its Intel-based Mac era in 2020. The company already confirmed that macOS Tahoe will be the last major update for Intel Macs. Even so, bringing Intel back as a supplier gives Apple more flexibility for the next generation of Apple silicon.
Apple’s Future
If Apple starts using Intel as early as 2027, the company gains more control over pricing, supply risk, and manufacturing strategy. With TSMC handling the high-end chips and Intel taking on the lower-tier M models, Apple strengthens its long-term roadmap.
Apple’s shift away from Intel processors gave Macs better efficiency and performance. Now Apple is preparing for the next phase, where manufacturing diversity matters as much as chip design.
