One analyst is doubling-down on his prediction that Intel might become a secondary manufacturer for Apple Silicon, but not for high-end devices.
Intel may get another chance at manufacturing Apple chips
Intel may get another chance at manufacturing Apple chips
Again, GF Securities analyst Jeff Pu is guessing that Apple might use Intel’s 14A process for some iPhone processors by 2028. However, Apple will still mainly depend on TSMC for most of its silicon production.
Under the scenario outlined by Pu, Intel would act only as a foundry, manufacturing chips designed entirely by Apple. Architecture, performance targets, and feature integration would remain under Apple’s control.