By Josh Gulick
Publication Date: 2026-01-30 12:00:00
No one is going to call Intel’s turnaround a success just yet, but there are hints that the future could be bright for the chipmaker. One of those signs comes from DigiTimes (via Tom’s Hardware), which reported that Apple and Nvidia are considering Intel as a possible chip supplier starting in 2028. A couple of years is a long time in this industry, but the mere prospect of landing such top-tier customers could help Intel as it rebuilds.
Digitimes expects Nvidia to stick with TSMC for the bulk of its chip needs in 2028, including the GPU die for Nvidia’s Feynman GPU, which will follow Rubin. But Intel could pick up contracts for the I/O die. It’s not clear whether that would be done on a version of Intel’s 18A node or its upcoming 14A process.
Credit: Intel
Apple seems to be considering Intel for its M-series CPUs. As Tom’s Hardware points out, producing the chips for Apple’s MacBook computers (among other products) would likely be a less complicated venture than what Nvidia seems to have in mind.
There are several reasons Intel could find itself in a good position over the next few years, chief among them being the political landscape. Intel’s US fabrication plants mean it can offer tariff-free products to American customers. TSMC, which has been dominating the chipmaking industry during the AI boom, is pouring money into building fabs in Arizona for the same…
