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tz-plus logo Intel: Is Apple about to manufacture the lowest M processors with Intel?

J. Meyer
Reading Time: 1 minute

For Intel's stock (i), there are two triggers that could lead to another rally. 1. Presentation of a major customer for the foundry business, such as Apple, Microsoft, Broadcom, Tesla, or NVIDIA. 2. Success in scaling the 18A and 14A processes, as this will also make contract manufacturing more competitive against TSMC. Now, renowned Apple analyst Ming-Chi Kuo reports that Intel is expected to begin shipping the lowest M processors from Apple by 2027. "My recent industry surveys indicate, however, that visibility regarding a potential...

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