Core Viewpoint - Intel's stock experienced a significant increase following predictions of a potential supply deal with Apple for 2027, indicating positive market sentiment towards Intel's future prospects in the semiconductor industry [1][2] Group 1: Stock Performance - Intel shares rose by 10% on Friday after an analyst forecasted a deal with Apple, reflecting strong investor interest [1] - In early pretrading on Monday, Intel's stock fell by 0.59%, suggesting some volatility following the initial surge [2] Group 2: Analyst Insights - TF International Securities analyst Ming-Chi Kuo indicated that visibility on Intel becoming an advanced-node supplier to Apple has improved significantly based on recent industry surveys [2] - The timeline for the partnership is dependent on Intel's release of its process design kit, expected in early 2026, which is crucial for Apple's chip development [2]

Core Viewpoint - Intel shares surged over 10% following an analyst report indicating improved chances of a chip partnership with Apple, reaching their highest point in a month [1] Group 1: Stock Performance - Intel's stock closed up 10.3% at $40.56, nearing its highest closing price in over a year [1] - Since January, Intel shares have climbed 102.3%, rising from approximately $20.22 [3] Group 2: Analyst Insights - TF International Securities analyst Ming-Chi Kuo reported that visibility on Intel becoming an advanced-node supplier to Apple has significantly improved [2] - Apple plans to utilize Intel for shipping its lowest-end M processor, which is used in MacBook Airs and iPad Pros [2] Group 3: Competitive Landscape - Kuo noted that Intel will still lag behind Taiwan Semiconductor Manufacturing Company in the coming years, but a deal with Apple and other tier-one customers could enhance Intel's long-term outlook [3]

Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple, but visibility around this had remained low. My latest industry surveys, however, indicate that visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly.Apple previously signed an NDA with Intel and obtained the advanced-node 18AP PDK 0.9.1GA. The key simulation and research projects ( ...