Intel jumps, analyst says chipmaker expected to ship Apple chips as early as 2027
Shares of Intel INTC.O up ~9% at $40.07
Stock set for fifth straight session of gains
INTC expects to begin shipping Apple's AAPL.O lowest-end M processor as early as 2027, TF International Securities analyst Ming-Chi Kuo says in a post on X
"...Visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly," analyst says citing recent industry surveys
AAPL's plan is for INTC to begin shipping the processors as early as Q2-Q3 of 2027; actual timeline contingent on development progress - analyst
The lowest-end Apple M-series chip is currently used in several MacBook computers and iPad tablets
INTC declined to comment on the post; AAPL did not immediately respond to a Reuters request for comment
"Although Intel will still be unable to compete head-to-head with TSMC over the next several years, this suggests that the worst may soon be over for (Intel's foundry) business," analyst says
Including session moves INTC up about 100% YTD
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