Intel may make a comeback in Apple laptops, but not in the manner you might expect.
A new report indicates that Intel may serve as a foundry for Apple's M-series chips, though not fully returning to the x86 architecture.
What’s happening? Although Apple and Intel severed their partnership some time ago, the situation might change soon. A recent leak from Ming-Chi Kuo suggests Intel could re-enter the Apple ecosystem, not as a CPU designer, but as a manufacturer for Apple’s lower-end M-series chips. This doesn’t imply a return of Intel-powered MacBooks; rather, Intel would manufacture chips designed by Apple. If all goes well, Intel might begin supplying these chips by mid-2027.
The plan involves utilizing Intel’s 18AP process node to produce Apple’s entry-level M-series chips, likely intended for MacBook Air and base iPads.
Apple will retain control over the design and architecture of the chips; only the manufacturing will change.
Intel is anticipated to provide initial sample batches after Apple receives the 18AP design kit, expected in the first quarter of 2026, with mass shipments possibly starting in mid-to-late 2027.
Existing high-end Apple chips (Pro / Max / Ultra) will likely continue to be produced by TSMC, meaning the change will only impact the entry-level segment.
Intel might start shipping Apple’s lowest-end M processor as early as 2027. There have been persistent market whispers about Intel becoming an advanced-node foundry supplier for Apple, but clarity on this topic has been limited. My latest industry research, however, suggests that…— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) November 28, 2025
Why this matters: This rumor could indicate a meaningful shift in Apple’s supply chain strategy, impacting anyone concerned about availability, pricing, and regional production. Should Apple truly collaborate with Intel as an additional chip manufacturer, it could lessen its reliance on TSMC and Taiwan. For those waiting for entry-level MacBook Airs or base iPads, this might result in more reliable stock, fewer unexpected delays, and potentially U.S.-focused production runs that keep store shelves well-stocked.
Additionally, there’s the “Made in the USA” consideration. Intel manufactures chips domestically, and Apple utilizing this resource could influence everything from taxes to shipping schedules. For consumers, this might result in subtle but significant changes: pricing variations, different launch timelines based on region, and potentially two versions of the same MacBook (one produced by TSMC and the other by Intel). In short, come 2027, checking which foundry produced the chip in your laptop might become as routine as checking storage or RAM today.
Why should you care? If you've been hesitant to buy an entry-level MacBook or waiting for better deals, this news might prompt you to keep an eye out. Two potential outcomes could arise: stock stabilization or slight price adjustments, depending on Apple's manufacturing decisions. If long-term support, regional availability, or a U.S.-built Mac is important to you, this could mark the beginning of a new chapter.
However, if you’re a developer or concerned about consistent performance, dual-sourced chips might be significant—potentially affecting build-to-order variations, shipping times, and subtle distinctions. Still, if you appreciate the advantages of Apple Silicon and want a Mac soon, there's no need to delay. As the rumor indicates, this may only influence lower-end models, with substantial changes likely not occurring until 2027.
So, what’s next? For now, it’s a matter of waiting. Intel’s design kit for Apple is not expected until early 2026, so don’t anticipate immediate changes to the current Mac lineup. If you plan to purchase a Mac soon, there’s no reason to wait, as these changes won’t arrive until at least 2027. However, if you're interested in a U.S.-made chip or want to observe how dual sourcing affects prices, it may be wise to monitor developments over the next year.
Varun is a knowledgeable technology journalist and editor with over eight years of experience in consumer tech media. His work encompasses...
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Intel may make a comeback in Apple laptops, but not in the manner you might expect.
Analyst Ming-Chi Kuo asserts that Intel might begin producing Apple’s entry-level M-series chips by mid-2027. This does not indicate a return of Intel-powered Macs, but rather a significant behind-the-scenes change that could transform Apple’s supply chain and the construction of future MacBooks.
