Misryoum reports Apple is reportedly close to a deal with Intel to help produce some Apple Silicon, easing reliance on TSMC.
A possible shift in how Apple Silicon gets made is brewing, with Misryoum reporting that Apple may be nearing a deal with Intel to produce some of its chips.
The development centers on a preliminary agreement that would make Intel a chipmaking partner for Apple. The goal, as described by Misryoum, is to reduce Apple’s dependence on a single manufacturing source, especially for Mac-related chip needs where Apple has long relied on TSMC.
This matters because supply-chain concentration is more than a procurement concern, it directly affects product availability and the pace at which Apple can iterate on performance.
Misryoum notes that discussions between the two companies have reportedly been underway for more than a year. with momentum building in recent months.. While the broad direction points to Intel contributing to Apple’s chip production within the United States. it’s not yet clear which specific Apple devices and chip families would be covered under the agreement.
In earlier reporting referenced by Misryoum, Intel was said to be a candidate for producing parts of Apple’s M-series chips intended for the Mac and iPad lineups. However, that level of detail remains uncertain as the arrangement appears to be still in the negotiation phase.
Meanwhile, the wider push toward reshoring and diversified manufacturing is reflected in policy and corporate strategy. Misryoum also highlights that Apple’s reported interest in Intel comes after the U.S. political environment encouraged more domestic component production.
Misryoum adds that the U.S.. has previously moved to support Intel in ways that aim to keep the company positioned for more orders.. Separately. Intel’s efforts to attract new workloads are also part of the backdrop. including partnerships that suggest demand is coming not only from consumer devices but also from data center compute.
For Apple, the timing is significant. As computing demand rises across everyday devices and especially with AI workloads consuming more silicon, having an additional manufacturing partner can offer resilience when capacity gets tight.
In the end. the real story is diversification: even when the end products stay the same. the manufacturing route influences speed. risk. and how quickly Apple can respond when demand spikes or supply falters.. Misryoum will be watching for which Apple Silicon products. and which parts of the supply chain. are ultimately included in this potential move.