Apple Holds Talks with Intel, Samsung for US Chipmaking, Bloomberg News Reports
Apple is weighing Intel and Samsung as backup suppliers as chip shortages constrain iPhone and Mac growth, executives said.
- Apple held exploratory discussions with Intel and Samsung Electronics to potentially produce main processors for its devices, Bloomberg News reported on Monday, offering a secondary manufacturing option beyond longtime partner Taiwan Semiconductor Manufacturing.
- For over a decade, Apple has relied on TSMC in Taiwan for advanced 3-nanometer processors; recent chip shortages driven by data center demand and higher-than-anticipated sales of Macs have necessitated a broader supply chain.
- Bloomberg News reported that Intel and Samsung cannot reliably offer the production scale and consistency that turned TSMC into a dominant manufacturer. Apple remains concerned about non-TSMC technology and has placed no orders with either company.
- CEO Tim Cook acknowledged supply chain limitations during last week's earnings call, stating "we have less flexibility in the supply chain than we normally would." Shifting production could align with Apple's efforts to bring advanced manufacturing back to the U.S.
- Discussions with both suppliers remain in early stages with no orders confirmed yet, while Apple continues evaluating facilities like the Samsung plant under development in Texas to secure future processor needs.
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Apple is testing circles to have its most important device processors manufactured by Intel and Samsung in the U.S. in the future. The plan has solid reasons – and would eliminate several difficulties in washing up.
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