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Apple may be Intel’s last hope in the foundry business
Analyst Jeff Pu said that Apple could be among the customers considering Intel’s upcoming 14A process for future M-series chips.
Since taking over in April, Tan has been cutting and restructuring the company’s multiple roadmaps (and businesses), hoping to get rid of what’s been holding it back, and leaning into where it can make up for lost time and start getting out of the rut. Targeting both AI and edge applications, Intel has already provided early versions of the 14A PDK to key customers, with several expressing interest in producing test chips. Apple’s case is particularly interesting because the M-series chip manufacturing has been exclusive to TSMC, but having Intel as a second source (especially with U.S.-based fabs) could prove quite handy amid growing geopolitical (and trade) tensions.
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