Apple Turns to Intel’s 18A-P Process to Reduce TSMC Reliance, Says Kuo

Apple is considering Intel's 18A-P process for future chip supply, according to analyst Ming-Chi Kuo. The move aims to reduce Apple's reliance on TSMC as the sole chip manufacturer.

Analyst cites widening TSMC revenue gap

Intel's 18A-P process is targeting high-volume manufacturing yield by the fourth quarter of 2025. Kuo suggests Apple's interest is partly driven by the widening revenue contribution gap between TSMC's AI and high-performance computing segment and its smartphone segment.

Diversifying chip suppliers would also strengthen Apple's bargaining power with TSMC. Kuo notes that Apple's strategy includes reducing single-supplier risk while recognizing the growing importance of AI and HPC chips.

Apple has not confirmed any plans to use Intel's 18A-P process. The timeline and volume of any potential orders remain unclear.