Apple has reportedly approached Samsung and Intel about constructing “predominant gadget chips” in a bid to cut back its dependence on TSMC, Bloomberg has reported. The iPhone maker is alleged to have had early-stage talks with Intel and lately visited a Samsung chip plant presently below growth in Texas. No orders have been positioned to this point and talks with each suppliers are nonetheless preliminary, in accordance with sources conversant in the matter.
During the last decade Apple has relied primarily on TSMC to construct the processors (system-on-chips, or SoCs) that energy its iPhones, iPads and, extra lately, Macs. Apple is reportedly uncomfortable with having a single provider for any part, although. Former CEO Tim Prepare dinner particularly referred to as out this drawback final week throughout Apple’s earnings name, saying “now we have much less flexibility within the provide chain than we usually would.” The issue has been compounded by a chip scarcity, with manufacturing assets being diverted in the direction of AI merchandise.
Apple has beforehand expressed concern about provide disruptions ought to China ever invade Taiwan. TSMC now builds a few of Apple’s chips at its Phoenix, Arizona plant, and Apple stated 100 million of its SoCs will likely be constructed stateside in 2026. That will solely cowl a small proportion of its gadgets, although, as the corporate shipped 247.4 million iPhones alone in 2025. The remainder of its SoCs are manufactured in Taiwan.
Apple will reportedly use TSMC’s 2nm (N2) course of within the A20 and A20 Professional processors solely for the iPhone 18 lineup. Any chips constructed by different producers would due to this fact be for merchandise coming in 2027 or later. It is not clear from the report which Apple gadgets might get Intel- or Samsung-made chips. Nevertheless, “Apple has considerations about utilizing non-TSMC know-how and should not finally transfer ahead with one other companion,” in accordance with Bloomberg.
At the moment, Intel and Samsung are each lagging behind TSMC in the case of processor know-how. Apple was stated to be contemplating Intel’s upcoming 14A course of (1.4nm class) course of know-how for 2028 non-Professional iPhones to assist diversify its provide chain. Profitable Apple as a buyer can be big for Intel, which has struggled to revive its fortunes below CEO Lip-Bu Tan. Final yr, the US authorities below Trump took an $8.9 billion stake in Intel.
Samsung, in the meantime, lately claimed it was first with a 2nm cellular chip (the Exynos 2600), forward of Intel and TSMC. Nevertheless, each Samsung and Intel have struggled over the past decade to transition to smaller and extra environment friendly chip designs, battling issues like overheating and low chip yields.
