Apple and Nvidia considering Intel for 2028 chip production, report claims — non-core products may be outsourced, driven by tariffs and geopolitical concerns

Apple and Nvidia are reportedly considering outsourcing production and packaging of some processors to Intel in the U.S. by 2028 due to geopolitical concerns, tariffs, and capacity constraints. Apple may have discussions with Intel to produce entry-level M-series processors for Mac computers, driven by cost and tariff concerns. Nvidia plans to make I/O dies for its Feynman GPUs at Intel and package some using EMIB technology in the U.S., but challenges with power delivery may lead them to wait for TSMC's advanced packaging. Intel's Foveros technology could be an option, but it would require GPU redesign compared to TSMC's CoWoS-L packaging.