Apple explores Intel and Samsung as chip suppliers to reduce TSMC reliance
Apple is in preliminary discussions with Intel and Samsung to diversify its chip supply chain and reduce dependence on Taiwan Semiconductor Manufacturing Co. (TSMC). The talks are driven by ongoing supply shortages and geopolitical risks, particularly tensions between China and Taiwan. No orders have been placed yet, and the discussions remain at an early stage. Apple currently relies on TSMC for the majority of its custom chips, including those used in iPhones, iPads, and Macs. By adding Intel and Samsung as potential suppliers, Apple aims to secure more flexible manufacturing capacity and mitigate disruptions. Intel has been expanding its foundry services, while Samsung is a major chip manufacturer. The move reflects broader industry concerns about over-reliance on a single supplier for critical components.
Key facts
- Apple is in preliminary talks with Intel and Samsung to diversify chip suppliers.
- The discussions aim to reduce reliance on TSMC.
- No orders have been placed yet.
- Supply shortages and geopolitical risk are driving the move.
- Apple currently depends heavily on TSMC for custom chips.
- Intel is expanding its foundry services.
- Samsung is a major chip manufacturer.
- The talks remain at an early stage.
Entities
Institutions
- Apple
- Intel
- Samsung
- TSMC
Locations
- Taiwan
Sources
- Quartz —