Last week The Wall Street Journal reported that Apple and Intel had struck a deal to produce chips, and now a new report from Ming-Chi Kuo says Intel has already kicked off initial production on iPhone processors and more.

Ming-Chi Kuo says Apple and Intel have already kicked off production of iPhone, iPad, and Mac chips

Ming-Chi Kuo was the first to report last fall that Apple and Intel were exploring a renewed partnership. And now the analyst has shared a new report on X where he says that initial production has already begun.

The report is lengthy, largely containing Kuo’s analysis and expectations on the Apple-Intel deal and its impact on TSMC.

However, Kuo also includes some noteworthy news updates. He writes: