Apple Partners with Intel for M-Series Chips in 2027: Game-Changing Tech Reunion

Apple and Intel Reunite: A Bold Chip Manufacturing Twist

Five years after Apple ditched Intel processors for its in-house M-series silicon, the two giants are reportedly joining forces again—but with roles reversed. Apple will design the chips, while Intel handles manufacturing for entry-level models powering devices like the MacBook Air, iPad Air, and base iPad Pro. Analyst Ming-Chi Kuo predicts production kicks off in mid-2027 using Intel’s cutting-edge 18A process, with 15-20 million units shipped annually.

This isn’t a full comeback to Intel’s x86 era; it’s Apple leveraging U.S.-made tech for ARM-based M-chips. Stock watchers noted Intel shares jumping over 10% on the news, signaling market excitement.

Breaking Free from TSMC Dominance

Apple currently relies solely on TSMC for all M- and A-series chips, but geopolitical tensions and supply risks are pushing diversification. High-end Pro, Max, and Ultra variants stay with TSMC, while Intel takes lower-end duties to build resilience.

Key benefits include:

Supply chain backup: Mitigates disruptions from Taiwan-based production.
U.S. manufacturing push: Aligns with domestic priorities amid global chip wars.
Tech validation: Intel’s 18A node proves itself before scaling up.

Apple has already secured an NDA and early 18AP design kits, awaiting final PDK 1.0/1.1 in Q1 2026.

Intel’s 18A Tech: Powering the Next M-Chips

Intel’s 18A process stands out with RibbonFET transistors for 15% better performance-per-watt and PowerVia for 30% denser chips. It also enables Foveros Direct 3D stacking at under 5-micron precision, ideal for slim Apple devices.

Compared to prior nodes:

Feature	Intel 18A Gain	Benefit for Apple
Performance/Watt	+15%	Longer battery in iPads/MacBooks
Transistor Density	+30%	Compact, powerful entry-level chips
Power Efficiency	-25% (vs 14A)	Cooler operation in thin designs

Intel’s Arizona Fab 52 leads this U.S.-first advanced node.

Lifeline for Intel’s Foundry Struggles

Intel’s foundry lost over $3 billion in Q2 2025, but Apple’s order could mark a turnaround. Kuo calls it a signal that “the worst is over,” potentially attracting more big clients.

For Apple users in France and beyond, expect no immediate changes—2027 rollout means testing Intel’s reliability first with its own Panther Lake chips. This partnership could reshape semis, blending Apple’s demands with Intel’s revival.