"At this point, the company is waiting on Intel to deliver the PDK 1.0/1.1 kit, which is supposed to arrive in the first quarter of 2026. If everything stays on track, Intel could start shipping Apple's lowest-end M-series processor, built on the 18AP advanced node, sometime in the second or third quarter of 2027, Kuo says. But that timing still depends on how smoothly things go once Apple actually gets the PDK 1.0/1.1 kit."
"Kuo theorizes that a deal with Intel could help Apple demonstrate to the Trump administration that its committed to "buying American" by rerouting its supply chain to include more US-based companies. For Intel, a deal could signal that the company's worst days are passed. "Looking ahead, the 14A node and beyond could capture more orders from Apple and other tier-one customers, turning Intel's long-term outlook more positive," Kuo writes."
Recent industry surveys indicate Intel's chances of becoming an advanced-node supplier for Apple have improved. Apple has a non-disclosure agreement to acquire Intel's 18AP PDK 0.9.1GA and is awaiting Intel's PDK 1.0/1.1 kit, scheduled for delivery in the first quarter of 2026. If Intel delivers the PDK and validation proceeds smoothly, Intel could begin shipping Apple's lowest-end M-series processor built on the 18AP node in the second or third quarter of 2027. Timing depends on PDK readiness and integration. A partnership could shift some silicon production to US-based suppliers and improve Intel's prospects for more tier-one orders.
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