Welcome to 95 Mac Daily for Monday, December 1st, 2025.

I'm your host, Chance Miller.

We are sponsored this week by Narwal.

Leading off today, Apple currently partners exclusively with TSM for production of its M-Series chips.

But now, analyst Ming Chi-Quo says that Apple might return to an old

friend to diversify that production. Quo says that Intel is being brought in as an important

new supplier for Apple. Quo reports that Intel is expected to begin shipping Apple's lowest-end

M-series processor in early 2027. This does not mean that Apple is expected to begin shipping Apple's lowest-end M-series processor in early 2027.

This does not mean that Apple is moving back to Intel chips for the Mac.

Instead, Intel would simply manufacture Apple's own in-house custom-designed processors.

It would essentially just act as a fabrication partner with no involvement in the design of the chips themselves.

Again, Quo says that this will likely focus on the entry-level lowest power M-series chip.

So if that partnership is expected to begin in 2027, we'd be looking at Intel making the M- or the M7 processor. The vast majority of Apple's

M-Series chips, however, would continue to be made by TSM. And if you bought a Mac, there

would be no difference between a chip made by TSMC or Intel, given that again, all the chips

are built on Apple's custom design.

Quo explains that there are two primary reasons for this move.

First, it would show the Trump administration that Apple supports its made in the USA policy,

and second, diversification.

Apple will clearly still remain highly dependent on TSM,

but it would have a second source in the supply chain to help diversify beyond Taiwan.

So again, this is nothing more than Apple looking to diversify its supply chain,

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