Analyst Predicts Intel Could Supply Apple's M-Series Chips by 2027
By
DamnInteresting
Crackles when you bite it. Shows the baker did the work.
Summary
Supply chain analyst Ming-Chi Kuo predicts that Intel could become Apple's advanced-node supplier for M-series chips by 2027, citing improved chances based on recent industry surveys. Apple reportedly has an NDA with Intel for chip technology and is waiting for Intel to deliver the PDK 1.0/1.1 kit in Q1 2026, which could lead to Intel supplying Apple's lowest-end M-series chips starting in 2027.
Key quotes
· 4 pulledIntel's chances of becoming Apple's latest 'advanced-node supplier... has improved significantly' in recent weeks
Apple has a non-disclosure agreement with Intel to acquire the company's 18AP PDK 0.9.1GA chips
Intel could start supplying Apple's lowest-end M-series chips by 2027
Apple is waiting on Intel to deliver the PDK 1.0/1.1 kit, which is supposed to arrive in the first quarter of 2026
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