Intel Poised to Secure Apple Chip Orders as 14A Node Hits Milestones [Analyst]

GF Securities analyst Jeff Pu is reiterating his prediction that Intel will secure Apple as a major customer for its upcoming foundry business. In a research note seen by iClarified, the analyst points to steady progress with Intel's next-generation manufacturing nodes as a key driver for potential future orders from Cupertino.



The report highlights that Intel has released the 0.5 Process Design Kit (PDK) for its advanced 14A node. Pu expects customers to make firm commitments to the technology between the second half of 2026 and the first half of 2027. He reiterates expectations of a solid pipeline of external customers for the 14A process, listing Apple alongside Nvidia and AMD as likely partners.


This aligns with previous analysis from the firm. Back in December, Pu predicted that Intel could win orders for non-Pro iPhone chips by 2028 using the 14A process. The firm notes that the foundry's execution has improved, setting the stage for these potential wins.

Before 14A arrives, Intel is focused on its 18A node. The report indicates that yields for 18A are steadily improving and are expected to approach 70 percent in the first quarter of 2026. Other analysts, including Ming-Chi Kuo, have previously reported that Intel could begin shipping lower-end M-series chips for Apple as early as 2027 using the 18A process.

While TSMC currently serves as the sole manufacturer of Apple's custom silicon, including the upcoming 2nm A20 chip, Apple has reportedly been looking to diversify its supply chain to reduce geopolitical risks and manage rising costs. Intel's aggressive push to modernize its factories is positioning it as a potential second source for the iPhone maker.

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