Jan. 16 at 3:30 AM
$INTC What is NOT official (and is being overstated)
❌ “Apple joins the Intel Foundry fold”
There has been NO joint Intel–Apple announcement.
Specifically:
❌ No Apple press release
❌ No Intel press release naming Apple as a foundry customer
❌ No SEC filing from either company confirming a contract
❌ No mention in Intel’s CES keynote or Foundry updates
Even Intel’s own CES messaging did not name Apple as a customer.
Instead, what exists is:
⚠️ Analyst and rumor-based reporting
Apple supply-chain analyst Ming‑Chi Kuo has said visibility has “improved” that Apple may use Intel 18A‑P
Possible use case: lower‑end M‑series chips
Earliest estimates: mid‑to‑late 2027
Intel would be manufacturing, not designing, Apple chips
TSMC would still handle high‑end Apple Silicon
