Apple Explores Intel and Samsung for U.S. Chipmaking as Arizona Fab Eyes 100M Chips
Apple has held early-stage talks with Intel and Samsung to manufacture its device processors in the U.S., though no orders have been placed. The discussions address chip shortages and could pressure Taiwan Semiconductor’s revenue as its Arizona fab plans to deliver 100 million chips this year.
1. Early-Stage Supplier Talks
Apple has engaged in preliminary discussions with Intel and Samsung about producing its main SoC processors in the U.S. No orders have been placed and both partnerships remain uncertain, though Apple executives visited Samsung’s Texas facility under construction and Intel is positioning itself for major foundry deals.
2. Chip Shortages Driving Diversification
Apple’s CEO cited constrained supply of advanced processors as a limit on iPhone and Mac growth, estimating several months to rebalance supply and demand. The system-on-chip bottleneck has prompted the search for backup suppliers beyond Taiwan Semiconductor to reduce single-geometry risk.
3. Impact on Taiwan Semiconductor
Taiwan Semiconductor’s Arizona campus is on track to deliver 100 million chips to Apple this year, but the potential shift to Intel or Samsung threatens future revenue. Apple’s internal concern over routing 60% of production through one location has underpinned its push for additional U.S. manufacturing partners.