"Apple is exploring early-stage discussions with Intel and Samsung Electronics about manufacturing some of its M-series processors, in a quiet move to diversify production away from Taiwan Semiconductor Manufacturing Company."
"The most likely scenario is that Apple uses Intel or Samsung for its lower-end M-series parts, while keeping its highest-performance silicon on TSMC nodes."
"The strategic logic is two-track. The first track is geopolitical: TSMC's continued concentration in Taiwan is a known supply-chain risk in any scenario involving a Chinese move on the island."
Apple is in early discussions with Intel and Samsung to manufacture some of its M-series chips, aiming to reduce reliance on Taiwan Semiconductor Manufacturing Company. These talks are exploratory, with no orders placed yet. Apple is likely to use Intel or Samsung for lower-end M-series parts while retaining high-performance silicon with TSMC. The move addresses geopolitical supply chain risks associated with TSMC's concentration in Taiwan and reflects Apple's long-term strategy to diversify its production sources.
Read at TNW | Apple
Unable to calculate read time
Collection
[
|
...
]