"Apple has reportedly approached Samsung and Intel about building 'main device chips' in a bid to reduce its dependence on TSMC. The iPhone maker is said to have had early-stage talks with Intel and recently visited a Samsung chip plant currently under development in Texas."
"Former CEO Tim Cook specifically called out this problem last week during Apple's earnings call, saying 'we have less flexibility in the supply chain than we normally would.' The problem has been compounded by a chip shortage, with manufacturing resources being diverted towards AI products."
"Apple has previously expressed concern about supply disruptions should China ever invade Taiwan. TSMC now builds some of Apple's chips at its Phoenix, Arizona plant, and Apple said 100 million of its SoCs will be built stateside in 2026."
"Apple has concerns about using non-TSMC technology and may not ultimately move forward with another partner, according to Bloomberg. Currently, Intel and Samsung are both lagging behind TSMC when it comes to processor technology."
Apple has initiated preliminary discussions with Samsung and Intel to manufacture main device chips, aiming to lessen its dependence on TSMC. The company has relied on TSMC for processors powering its devices, but concerns over supply chain flexibility and potential disruptions have prompted this move. Apple plans to have some chips produced in the U.S. by 2026, but this will only cover a fraction of its needs. The company remains cautious about using non-TSMC technology, which may affect future partnerships.
Read at Engadget
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