- Apple and Intel are likely partnering up to develop Apple Silicon chips for future iPhones, Macs, and iPads.
- US administration posted on Truth Social regarding the partnership although neither of the bigwigs have made it official.
- The move is to discourage reliance on single source of chipsets i.e. TSMC - a Taiwan-based chipmaker, while also promoting chips fabbed domestically in the US.
Looks like Apple and Intel are joining forces yet again after a post from US President Donald Trump on Truth Social went viral a few hours ago. Apparently, both the bigwigs have agreed to design and manufacture chips for Apple iPhones (and other devices), although nothing has been officially confirmed by either party yet.
Apple and Intel likely to partner for chipsets made in the US
A latest post by the US president works up previous reports on Apple and Intel joining forces to develop chipsets in the US. Apparently, Intel will join Apple to design and manufacture chips for iPads, iPhones, and Macs, something on which the Cupertino-based giant is heavily reliant on the Taiwan-based TSMC.
What this also means is having another avenue to source cutting-edge chips that are domestically manufactured, which is another pointer that could work in favor of Apple, which is a proudly assembled in the US brand.
Intel could fulfil 80% of Apple’s chips shipment, one day
Ongoing turmoil in the supply chain, shortage of chipsets, and reliance on chipmakers based outside the United States could be strenuous for Apple. Apart from that, there’s a huge demand for chipsets that can handle the enormous surge in AI demand. Apple is also competing with AMD and Nvidia for production lines at TSMC, and even though Apple gets preferences from the Taiwan-based chipmaker, it also means Apple has to rely on it for the chipsets.
Cut to now, it is being said that Intel will be able to secure demand from Apple, years after it faced setbacks with the lower yield rates and poor performance records. Intel, on the other hand, announced a few more manufacturing technologies ever since, such as the latest 18A, or in other words, 1.8mm class of chipsets, that could propel performance on Apple devices to the next level.
The US Trump administration is pledging on the partnership between Apple and Intel, which cannot be taken with a pinch of salt. It could be true given the US has already pledged $10 billion in investment to boost domestic production, and Apple could be one of the largest takers here.
Kuo quoted the partnership that could turn the tides for TSMC
A few weeks ago, we learned about Intel and Apple’s partnership thanks to the courtesy of Apple analyst Ming-Chi Kuo via X. According to Kuo, Apple has kickstarted production of the Apple Silicon chip based on Intel’s 18A-P process. It is likely to secure 80% of chips from Intel that could be actively branded as ‘Made in the US’, of course.
The plan is to do small-scale testing this year, followed by a production ramp in 2027 and 2028, while the Cupertino giant works with Intel for advanced nodes in the future. As of now, TSMC handles 90% of Apple Silicon chips, which means Intel still has to go a long way before taking the supply chain to double digits.
Keep up with the tech that actually matters.
Add us as a preferred source on Google Search for quicker access to our coverage.
