highlighted GFHK analyst Jeff Pu’s memo on the subject – that same analyst now indicates Intel may secure even additional orders from Apple, specifically for the firm’s non-Pro iPhone components.
As per a memo reviewed by BGR, Intel is projected to commence production of Apple’s A-series components in 2028 utilizing its new 14A technology, a node that is also anticipated to garner significant achievements from Nvidia and AMD’s server sectors. Moreover, the analyst states this collaboration will be crucial for Apple because of the “Made in America” movement.
Consequently, Intel is poised to supply Apple’s entry-level M-series components beginning in 2027, with the company set to transition into its high-volume manufacturing phase later this year and unveil the 18A technology at CES 2027. Pu mentions that the yield rate hit 60-65% in November, aiming for 70% by the conclusion of 2025.
