The Apple-TSMC partnership, which has been ongoing for years in the technology world, is about to shift. Recent industry reports and signed confidentiality agreements indicate that Apple is preparing for a historic transformation in its manufacturing strategy. Specifically, the claim that Intel’s factories will be commissioned for the iPhone 21 processor, due for release in 2028, is growing stronger every day.

The iPhone 21 processor may be produced in Intel factories

Data shared by renowned analyst Ming-Chi Kuo and GF Securities confirms that Apple has signed a non-disclosure agreement (NDA) with Intel. Apple received PDK (Process Design Kit) samples to test Intel’s advanced “18AP” manufacturing process, and initial simulations met expectations. The company is currently awaiting the arrival of the final test kit in the first quarter of 2026.

According to the plan, Apple will initially outsource its “entry-level M-series” processors (for the MacBook Air and iPad Pro) to Intel in 2027. If the desired efficiency and quality are achieved in this process, the iPhone 21 processor, due to be introduced in 2028 (especially the non-Pro models), will be the first iPhone chip to roll off Intel’s production lines.

Apple’s years of working with TSMC as the sole supplier poses a significant risk in terms of supply chain management. The company is seeking a second source. Furthermore, the Made in USA policy supported by the Trump administration is one of the biggest factors encouraging Apple to work with Intel.

Intel’s 18A process offers not only political but also technical advantages. Its hybrid bonding technology, called Foveros Direct 3D, allows chiplets to be stacked vertically. This technology could revolutionize battery life in the iPhone 21 series by helping Apple balance energy efficiency and performance.

So, do you think a potential Intel-made iPhone 21 processor would be better or worse than the TSMC-made ones? What are your thoughts on this risky move by Apple? Let’s discuss it in the comments!