Apple is evaluating and introducing Intel's latest 14A process technology, which is applied to future M series chips, hoping to break the long-term situation of relying on Telco single-generation manufacturing. In the future, Apple will launch many self-developed products, including iPhone A19, iPad, Apple Watch and Wi-Fi chips, which are currently manufactured by NTU. This time, the introduction of Intel process was considered as Apple adjusting OEM strategy, reflecting its overall layout of diversifying risks, controlling costs and strengthening political integrity.

Broadband Securities analyst Jeff Pu pointed out that Intel has provided a 14A Process Design Kit (PDK) to key customers including Apple and NVIDIA, and has started trial and performance verification stages. If Apple finally confirms that it will inject key energy into Intel, which has been trapped in the bottle for a long time.

At present, Intel's development focus has shifted from 18A to 14A. The process adopts the second-generation RibbonFET and PowerDirect architecture, focusing on high-performance and AI applications. However, the industry still maintains a view, pointing out that the yield of the 14A process has not been announced, which is the biggest uncertainty factor.

As of now, Apple has not commented on this news. If Apple finally chooses not to use Intel 14A processes, it will make Intel's advanced process business worse.

Apple Is Reportedly Showing Interest in Intel’s 14A Process for Future M-Series Chips; NVIDIA Could Be In Line For Adoption As Well Apple may be Intel’s last hope in the foundry business