Apple explores Intel and Samsung to diversify chip production beyond TSMC
Updated
Updated · 9to5Mac · May 5
Apple explores Intel and Samsung to diversify chip production beyond TSMC
17 articles · Updated · 9to5Mac · May 5
The talks are early-stage, with Apple executives visiting Samsung's Texas plant and no orders placed, while concerns remain over whether either company can match TSMC's scale and consistency.
The push has gained urgency after AI-driven component shortages and stronger Mac demand, and Apple recently acknowledged limited supply-chain flexibility on its earnings call.
Apple has relied on TSMC's advanced Taiwan production for more than a decade, so any shift could reduce geopolitical risk and support broader efforts to expand advanced manufacturing in the US.
With Apple exploring new partners, can Intel or Samsung truly challenge TSMC’s long-held dominance in advanced chip manufacturing?
Will the massive U.S. investment in domestic chip fabs actually insulate American tech from escalating geopolitical risks in Asia?