A breakthrough may be on the horizon for Intel’s Foundry division, as Apple is anticipated to embrace Intel’s 18A-P process for its entry-level MacBook and iPad chips. This move signals a potential shift in the tech industry, with Apple rumored to be one of the significant external clients for this innovative technology.
Apple’s Strategic Move into Intel’s 18A-P Process
Intel has been actively seeking external partners for its foundry services, focusing on advanced processes like 18A and its variations. Reports suggest that Apple is poised to become a key customer, with significant interest in utilizing Intel’s 18A-P process for future MacBook and iPad models. According to analysis by a well-known industry expert, the preliminary PDK kits for the node have shown promising results.
Apple previously signed an NDA with Intel and obtained the advanced-node 18AP PDK 0.9.1GA. The key simulation and research projects (such as PPA) are tracking in line with expectations, and Apple is now waiting for Intel to release PDK 1.0/1.1, currently scheduled for 1Q26.
Apple’s plan is for Intel to begin shipping its lowest-end M processor, utilizing the 18AP advanced node, as early as 2Q–3Q27, but the actual timeline remains contingent on development progress following the receipt of PDK 1.0/1.1.
The Future of Apple’s Chip Strategy
As Apple explores the possibility of integrating the 18A-P process into its products, the tech giant is taking a calculated risk. This process was first announced at the Direct Connect 2025 event and features Foveros Direct 3D hybrid bonding. The ability to stack chiplets with this technology could revolutionize Apple’s chip design, especially for their M-series SoCs.
Ming estimates that Apple’s lowest-end M-series chips for MacBook and iPad could scale up to 15–20 million units by 2027, and given that the firm does manage to utilize Intel Foundry, this could turn out to be a massive prospect. More importantly, this collaboration aligns with Apple’s commitment to supporting American manufacturing, while also addressing supply-chain management needs.
The 18A-P process presents an exciting opportunity for companies focused on power efficiency, and Apple is well-positioned to lead its adoption. However, the success of this venture will depend heavily on the results of ongoing PDK sampling.