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英特尔或于2027年重返苹果Mac供应链
Huan Qiu Wang Zi Xun· 2025-11-30 01:34
Group 1 - The possibility of Apple reselecting Intel as its supplier for M-series chips by 2027 has significantly increased according to supply chain analyst Ming-Chi Kuo [1] - Apple has signed a confidentiality agreement with Intel to procure its 18AP PDK 0.9.1GA chip design toolkit, with expectations for Intel to deliver updated PDK versions in Q1 2026 [1] - If successful, Intel could begin mass production of entry-level M-series processors for Apple as early as Q2 or Q3 2027, depending on the delivery and validation of the new PDK versions [1] Group 2 - A partnership with Intel would allow Apple to signal support for American manufacturing, potentially addressing policy pressures from the Trump administration [2] - This order could signify that Intel has moved past its most challenging period, with future prospects for winning more orders from Apple and other leading clients [2] - Intel's 14A and subsequent processes are expected to enhance the company's long-term outlook by securing more orders [2]