******Apple Intel 18A-P TSMC Backup Deal** [developing]
Key Questions
Why is Apple testing Intel's 18A-P process?
Apple is testing Intel 18A-P as a backup to TSMC amid 2nm shortages and geopolitics. It hedges against yield and thermal issues for low-end chips.
What chips will use Intel's 18A-P process?
Low-end iPhone, iPad, and Mac chips like Neo, iPhone 18, and M5 are targeted. Reports from Kuo and Gurman confirm this strategy.
When will Intel 18A-P production for Apple begin?
Testing starts in 2026, with US production in 2027. This ensures supply stability for 2026-27 launches.
Testing Intel 18A-P for low-end iPhone/iPad/Mac chips (Kuo/Gurman), 2026 tests/2027 US prod amid TSMC 2nm shortages/geopolitics; hedges yields/thermals for Neo/iPhone 18/M5. Reinforces supply stability for 2026-27 launches.
Sources (2)
Updated May 15, 2026