To The Moon

🚨 Apple May Return to Intel — And It Could Reshape the Entire Chip Industry

Last Friday, the most accurate Apple analyst in the world — Ming-Chi Kuo — dropped a quiet bombshell:

👉 Apple may start using Intel to manufacture its M-series chips as early as 2027.

Yes, you read that right.

After dumping Intel CPUs in 2020, Apple may now return to Intel… but this time as a foundry partner.

This isn’t just another supply chain rumour.

This could be the biggest shift in global chip power dynamics in years.

Here’s what retail investors need to know 👇

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🔍 What Kuo Revealed (Retail Edition)

📌 Intel could produce Apple’s entry-level M chips starting 2027

— Used in MacBook Air & iPad Pro

— Annual volume: 150–200M units

📌 Chips would use Intel’s next-gen 18A process

— The technology Intel is betting its future on

📌 Apple already has Intel’s PDK

— This means early design-for-manufacturing work has already begun

📌 Partnership is not speculative — it’s entering real execution

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🍏 Why Apple Is Doing This: Risk Reduction + Geopolitical Logic

Retail takeaway: Apple is buying geopolitical insurance.

1️⃣ Reduce dependence on Taiwan (TSMC)

Not because TSMC is weak — but because the geopolitical stakes are high.

No trillion-dollar company can rely on one geography forever.

2️⃣ Support “Made in USA” ambitions

Washington wants domestic chip production.

Apple is responding — quietly but strategically.

3️⃣ Increase bargaining power

A second foundry = negotiation leverage.

Even if Intel only handles low-end chips at first, the strategic value is massive.

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💥 Why It Matters for Intel: Validation + Redemption

For Intel, this isn’t a contract.

It’s a rebirth.

🔥 Apple is the most demanding customer in the world

If Apple trusts Intel, the whole industry will take notice.

🔥 A proof point that 18A is real

Intel has promised this node will leapfrog TSMC Samsung.

If Apple signs off, it becomes credible.

🔥 Could unlock Nvidia, Qualcomm, and other big clients

Apple’s vote of confidence = global marketing for Intel Foundry.

For the first time in years, Intel might actually have… momentum.

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🏭 What About TSMC? Don’t Panic.

Retail takeaway: TSMC remains king.

✔️ Apple’s most advanced iPhone & Mac chips will still be made by TSMC

✔️ Intel’s volume is limited and low-tier

✔️ TSMC is still far ahead technologically for leading nodes

But long-term, this signals a slow structural shift in global chip manufacturing.

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🎭 The Irony: Apple Left Intel — And Now Might Return

Few years ago:

Apple abandoned Intel CPUs → Intel’s PC relevance collapsed.

Now:

Apple may outsource chip manufacturing back to Intel.

The disrupted could become the partner of the disruptor.

Only in semiconductors can roles reverse this dramatically — and this quickly.

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📈 Big Picture for Retail Investors

This news highlights three important investment themes:

💡 1. Chip supply chains are becoming political assets

Companies will increasingly diversify away from Asia.

💡 2. Intel’s turnaround is not dead — this could be its first real milestone

Execution on 18A will decide its next decade.

💡 3. Apple is strengthening its strategic flexibility

Diversification = resilience = long-term valuation stability.

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