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Apple Formally Returns To Intel's Fabs After Burning The Bridge In 2023, Signaling A Major TSMC Hedge
In a notable turnaround, Apple has signed a preliminary agreement with Intel, allowing for the production of some of its chipsets in Intel's fabs. This partnership comes as a strategic response to the ongoing capacity constraints at TSMC, which has been the primary fabricator for Apple's custom chips. Despite having previously distanced itself from Intel, Apple's new agreement showcases its intent to broaden its supply chain options. The collaboration is expected to facilitate various Apple devices' chip-making process, aiming for efficient production to meet anticipated demands.
MonitorConfidence: HighMid term horizon
Published 8 May 2026, 18:21 UTC3 min read
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Summary
TL;DR
- Apple signs preliminary chip-making agreement with Intel
- Partnership expands supply chain options amid TSMC capacity issues
- Intel's 18A-P process may be used for future Apple chipsets
- Strategic shift from reliance on TSMC to include Intel
- Potential for broader cooperation between Apple and Intel
Interesting facts
- This agreement signifies a dramatic change in Apple and Intel's previous relationship
- Apple's discussions with Intel are part of a larger strategy involving multiple suppliers
- Expected future Apple chips may leverage advanced Intel technology