AppleとIntel：すべてを変える2027年の再会

Key Takeaways

• The Deal: Intel is rumored to manufacture Apple’s lower-end M-series chips (M5/M6) starting around 2027.
• The Tech: Production would utilize Intel’s advanced 18A process node, featuring RibbonFET and PowerVia technologies.
• The Strategy: Apple aims to diversify its supply chain beyond TSMC and align with “Made in USA” initiatives.
• The Impact: A major validation for Intel’s foundry business and a strategic hedge for Apple against geopolitical risks.

It sounds like a headline from 2006, but the rumors are back: Apple and Intel are talking again. But before you dust off your old “Intel Inside” stickers, let’s be clear—this isn’t a return to the hot, power-hungry x86 processors of the past. This is something entirely different, and potentially much more significant for the future of computing.

Reports circulating in late 2025 suggest that Apple is in advanced talks with Intel to manufacture future generations of Apple Silicon. Yes, you read that right. Intel wouldn’t be designing the chips; they would be building them. This shift marks a pivotal moment in the semiconductor industry, signaling Apple’s intent to diversify its supply chain and Intel’s desperate but promising bid to become the world’s foundry.

Background: The Breakup and The Make-up

To understand the gravity of this news, looking back at the divorce is necessary. Apple left Intel effectively because Intel was stuck on 14nm while TSMC was racing to 5nm. The inefficiency of Intel chips was literally melting MacBook Pros. Today, the roles have reversed—or at least stabilized. Intel’s “18A” node (1.8nm class) is showing yields that rival TSMC’s N2 process. Gelsinger didn’t just iterate; he bet the company on leapfrogging the industry with Backside Power Delivery (PowerVia) and RibbonFET transistors. It seems the bet paid off.

The Foundry Pivot

Under CEO Pat Gelsinger, Intel launched its IDM 2.0 strategy, opening its factories to build chips for other companies—even competitors. This “Intel Foundry Services” (IFS) model was a bet-the-company move. Intel promised to catch up to and surpass TSMC (Taiwan Semiconductor Manufacturing Company) with its new process nodes, specifically “18A.”

Current State

Today, TSMC manufactures 100% of Apple’s advanced chips. This monopoly is risky. Geopolitical tensions in Taiwan and supply constraints have forced Apple to look for alternatives. Enter Intel, with its new factories in Arizona and Ohio, hungry for a marquee customer.

Understanding the Deal: 18A and M-Series

The rumors point to a specific arrangement: Intel would manufacture Apple’s entry-level M-series chips (likely the M5 or M6) starting in the 2027 timeframe.

How It Works

Intel’s 18A process is the key. It introduces two major technologies:

1. RibbonFET: Intel’s implementation of Gate-All-Around (GAA) transistors, which allows for faster switching and lower power.
2. PowerVia: Backside power delivery, which moves power wires to the back of the chip, freeing up space for signal wires on the front. This improves signal integrity and density.

Why It Matters

For Apple, moving lower-complexity chips to Intel serves as a strategic negotiation lever against TSMC. It signals that Apple is no longer a captive customer. If TSMC raises prices, Apple now has a viable “Plan B” for at least a portion of its silicon portfolio.

The Data

The shift isn’t just about feelings; it’s about numbers and capacity.

Key Statistics:

• TSMC’s Market Share: Currently holds over 90% of the advanced chip manufacturing market.
• Intel’s Investment: Over $100 billion committed to building fabs in Ohio and Arizona.
• 18A Performance: Intel claims 18A will offer a 10% performance per watt improvement over its own 20A node, potentially rivaling TSMC’s 2nm process.

Industry Impact

Impact on TSMC

This is a warning shot. While TSMC will retain the high-margin, cutting-edge orders for now, losing any Apple volume is a blow. It signals that the era of TSMC’s unchecked dominance may be cracking.

Impact on the U.S. Tech Sector

A successful Apple-Intel partnership is the holy grail of the CHIPS Act. It proves that American fabrication can meet the exacting standards of the world’s most demanding hardware company. If Intel delivers, it validates the entire thesis of re-shoring semiconductor manufacturing. It also serves as a hedge against geopolitical instability in Taiwan. By moving a portion of the supply chain to Ohio and Arizona, Apple is buying insurance against a TSMC blockade.

Challenges & Limitations

It’s not a done deal, and the road is bumpy.

1. Intel’s Track Record: Intel has delayed almost every major process node in the last decade. Apple is notorious for its strict timelines. If Intel misses a deadline, Apple will walk.
2. Yield Rates: Can Intel produce these chips at the volume and defect density Apple demands? That remains the multi-billion dollar question.
3. Cultural Clash: Apple is secretive and demanding; Intel is a massive, bureaucratic ship trying to turn around. Their engineering cultures are vastly different.

What’s Next?

Short-Term (1-2 years)

Expect silence. Apple rarely comments on supply chain moves until products are on shelves. Test chips might appear in 2026 as Intel ramps up its 18A production.

Medium-Term (3-5 years)

If the 2027 target holds, the “Designed by Apple in California. Assembled in China” stamp could change to “Fabricated in Ohio.” That is the new supply chain reality. The MacBook Air M5 could be the first computer in decades to be truly American-made at the core.

What This Means for You

If you’re a consumer:

• Don’t wait for this to buy a Mac. The M4 and M5 chips from TSMC will be fantastic. This change is about who builds them, not necessarily how fast they are.
• In the long run, supply chain diversity could mean more stable prices and availability, insulating Apple products from global disruptions.

If you’re an investor:

• Intel (INTC): This is the validation the foundry business needs. If confirmed, it’s a massive bullish signal.
• TSMC (TSM): A slight headwind, but they remain the king of the hill for the foreseeable future.

The Bottom Line

The potential reunion of Apple and Intel is a story of redemption and pragmatism. It’s not a return to the past, but a bold step into a new future where chip design and manufacturing are decoupled. For Apple, it’s a safety net. For Intel, it’s a lifeline. And for the tech world, it’s the beginning of a new, more competitive era in silicon.