Apple May Turn to Intel Again for Low-End M-Series Chips Starting Mid-2027
 

For the past five years, Apple has completely replaced Intel processors with its own Apple Silicon in Macs and iPads. However, new supply-chain information suggests that Intel could return — in a limited way — as early as mid-2027, manufacturing the cheapest versions of future M-series chips.

The deal would use Intel’s upcoming 18A (1.8 nm-class) process node. The first design kits are expected in early 2026, with volume production starting around mid-2027.

Why would Apple consider this?

Three primary factors:

1. Geopolitical diversification – Having a U.S.-based second source reduces heavy dependence on Taiwan amid rising tensions.
2. Support for domestic manufacturing – Aligns with U.S. policy pushing for more chips to be made on American soil.
3. Economics of low-end chips – The cheapest M-series variants don’t require the absolute densest or most expensive nodes; competitive pricing and reliable yields matter more.

What this is not

This is not a return to Intel across the entire lineup. All high-performance M4, M5, Pro, Max, and Ultra chips will continue to be made by TSMC. Intel parts would be reserved strictly for the most affordable models — think base MacBook Air and standard iPad Pro.

Bottom line

If this move happens, it will be one of the more surprising twists in recent chip history: two companies that dramatically parted ways in 2020 quietly reuniting for the budget segment seven years later.

For Apple it’s pragmatic risk management. For Intel it’s a vital credibility boost for its foundry business. For buyers of a future $999 MacBook Air? Likely no noticeable difference — except perhaps a small “Made in USA” marking on the box.