Apple is reportedly exploring a strategic partnership with Intel to manufacture future M Series chips for its MacBooks and iPads. According to renowned analyst Ming Chi Kuo, Intel could become one of Apple’s advanced node foundry suppliers, focusing initially on producing the company’s entry level M Series processors.
Kuo revealed, “Apple previously signed an NDA (non-disclosure agreement) with Intel and obtained the advanced node 18AP PDK 0.9.1GA.” Intel’s 18A P process is an upgraded version of its upcoming 2nm class technology. First announced at Intel’s Direct Connect 2025 event, this technology features Foveros Direct, Intel’s 3D stacking method that allows vertically bonded chip components, enhancing both performance and power efficiency.
Currently, Apple relies on Taiwan Semiconductor Manufacturing Company (TSMC) for producing both M Series and A Series chips. A potential collaboration with Intel indicates that Apple is looking to diversify its chip manufacturing pipeline to ensure flexibility and scalability.
Kuo further noted that Intel’s role will be limited to producing Apple’s base M Series processor, which powers devices like the MacBook Air and iPad Pro. Meanwhile, TSMC is expected to continue manufacturing higher end M Series variants including M Series Pro, Max, and Ultra chips for products such as the MacBook Pro, Mac Studio, and Mac Pro. The first Intel manufactured M Series chip is expected to hit Apple devices by 2027.
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In 2025, standard M Series chip models reportedly accounted for around 20 million units shipped. However, Apple’s upcoming plan to launch an entry level MacBook running on an A Series chip may reduce the demand for these base M Series processors.
Recent reports stated that Apple’s new entry level MacBook, internally referred to as J700, is currently in testing and early production. This device is expected to run on an A Series Apple Silicon processor, the same chip family used in iPhones and may feature a simpler LCD display compared to the MacBook Air.
With this move, Apple seems focused on enhancing manufacturing flexibility, catering to both high end performance devices and more affordable options for everyday users. Partnering with Intel could also mark a significant shift in Apple’s chip production strategy, potentially reshaping the landscape of MacBook and iPad processors in the coming years.
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