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Intel and Apple Might Team Up to Bring Chipmaking Back to America

MarketDash Editorial Team
6 days ago
Rumors of Intel producing Apple's entry-level M-series chips by 2027 could mark a turning point for US semiconductor manufacturing and validate Washington's massive domestic chip investment.

Intel Corp (INTC) might be staging a comeback, and this time with America's industrial policy cheering from the sidelines. Reports are circulating that Apple Inc. (AAPL) could tap Intel to manufacture its entry-level M-series chips starting in 2027, potentially reshaping global semiconductor supply chains in the process.

Intel stock has already been climbing for four months straight, the company's longest rally since 2021. If the Apple deal materializes, it could push shares even higher. But more importantly, Intel wouldn't just be making chips — it would be helping rebuild America's semiconductor infrastructure.

Making Chips Great Again (No, Really)

Intel has already committed more than $100 billion to domestic investment under the CHIPS and Science Act, constructing new fabrication plants in Arizona, Ohio, Oregon and New Mexico. The goal is to restore advanced manufacturing capabilities on US soil after decades of offshoring.

If Apple actually hands over part of its M-series production to Intel, it would validate Washington's massive bet on domestic chipmaking. Suddenly "Made in America" becomes more than political talking points — it becomes the supply chain strategy for the world's most valuable tech company.

Why Apple Would Even Consider This

Apple has avoided Intel for chipmaking ever since it switched to designing its own ARM-based M-series processors. But according to industry insiders, Intel's 18A (or 18AP) manufacturing process could be tapped for Apple's lowest-end M-series chips starting in 2027.

For Apple, this is about supply-chain resilience and reducing dependence on overseas manufacturers. For Intel, it's a chance to prove it still matters in cutting-edge chipmaking — and potentially a lifeline for its struggling foundry business.

In today's geopolitical environment, semiconductor supply isn't just business strategy — it's national security. US legislation is pushing domestic chip production, tightening export controls, and reducing reliance on foreign fabrication plants. If Intel lands Apple's business, it could become the flagship example of this reshuffled semiconductor landscape.

Back to News

Intel and Apple Might Team Up to Bring Chipmaking Back to America

MarketDash Editorial Team
6 days ago
Rumors of Intel producing Apple's entry-level M-series chips by 2027 could mark a turning point for US semiconductor manufacturing and validate Washington's massive domestic chip investment.

Intel Corp (INTC) might be staging a comeback, and this time with America's industrial policy cheering from the sidelines. Reports are circulating that Apple Inc. (AAPL) could tap Intel to manufacture its entry-level M-series chips starting in 2027, potentially reshaping global semiconductor supply chains in the process.

Intel stock has already been climbing for four months straight, the company's longest rally since 2021. If the Apple deal materializes, it could push shares even higher. But more importantly, Intel wouldn't just be making chips — it would be helping rebuild America's semiconductor infrastructure.

Making Chips Great Again (No, Really)

Intel has already committed more than $100 billion to domestic investment under the CHIPS and Science Act, constructing new fabrication plants in Arizona, Ohio, Oregon and New Mexico. The goal is to restore advanced manufacturing capabilities on US soil after decades of offshoring.

If Apple actually hands over part of its M-series production to Intel, it would validate Washington's massive bet on domestic chipmaking. Suddenly "Made in America" becomes more than political talking points — it becomes the supply chain strategy for the world's most valuable tech company.

Why Apple Would Even Consider This

Apple has avoided Intel for chipmaking ever since it switched to designing its own ARM-based M-series processors. But according to industry insiders, Intel's 18A (or 18AP) manufacturing process could be tapped for Apple's lowest-end M-series chips starting in 2027.

For Apple, this is about supply-chain resilience and reducing dependence on overseas manufacturers. For Intel, it's a chance to prove it still matters in cutting-edge chipmaking — and potentially a lifeline for its struggling foundry business.

In today's geopolitical environment, semiconductor supply isn't just business strategy — it's national security. US legislation is pushing domestic chip production, tightening export controls, and reducing reliance on foreign fabrication plants. If Intel lands Apple's business, it could become the flagship example of this reshuffled semiconductor landscape.