---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40415832.md"
description: "$Intel(INTC.US) I've been waiting for news about Apple's A-series chip foundry business since last year. The reason is simple, let's think from common sense.Known:1. Ming-Chi Kuo previously had a bearish view on INTC, indicating his neutral stance, and considering his past leaks, his report that Apple is considering using 18AP for the low-end M-series models is extremely credible.2. Using TSMC/INTC dual sourcing would increase Apple's chip backend design costs, and there doesn't seem to be a clear benefit.3. Apple once used Samsung/TSMC dual sourcing at the 14nm node.Based on the above, the answer is obvious. For a company of Apple's caliber, it would rather increase design costs and also needs to introduce multiple suppliers to reduce its own supply chain risks. The 18AP version of the M-series foundry business is just a trial run for both parties, equivalent to a test order from Apple to support INTC as a second supplier. Apple's chip design capabilities are also top-tier globally. If the 18AP process performs well, the real goal for both parties should be: the iPhone A-series on the 14A process. The A-series is Apple's most core chip product. If INTC can secure it, it's a foundational step on the path to a trillion-dollar market cap."
datetime: "2026-05-05T06:49:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40415832.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40415832.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40415832.md)
author: "[LipBu Tan](https://longbridge.com/en/profiles/14563506.md)"
---

# $Intel(INTC.US) I've been waiting for news about A…


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## Comments (2)

- **新用户_OYBaFhgg · 2026-05-05T12:42:40.000Z**: How much did you see, boss?
- **长桥大道无形 · 2026-05-05T08:54:20.000Z**: Thanks for sharing.