Apple is reportedly testing Intel's advanced 18A-P manufacturing process to produce some of its lower-end and legacy chips for iPhones, iPads, and Macs. This move signifies a diversification strategy for Apple, which has relied almost exclusively on TSMC for its processors since 2016. Initial testing is expected to run through 2026, with production potentially beginning in 2027 and ramping up through 2029. Despite this collaboration, TSMC is still anticipated to manufacture the vast majority of Apple's chips. AI
IMPACT Diversification of chip manufacturing could impact AI hardware supply chains.
RANK_REASON Report on a major tech company testing a new manufacturing process with a competitor.
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