Apple Explores US Production of Main Device Chips with Intel, Samsung
Apple has held early-stage discussions with Intel to produce main device processors in the US and visited Samsung’s under-construction Texas chip plant as potential TSMC alternatives. No orders have been placed and Apple maintains concerns over using non-TSMC technology and scaling production to its requirements.
1. Exploratory Talks with Intel and Samsung
Apple has engaged Intel in early-stage discussions about producing its systems-on-a-chip domestically and has visited Samsung’s forthcoming Texas fab as a potential second source to TSMC.
2. Supply Chain and Production Drivers
Recent processor shortages driven by AI data center demand and Macs optimized for AI have constrained iPhone and Mac growth, prompting Apple to seek backup suppliers to enhance supply chain flexibility.
3. Technical and Scale Challenges
Intel and Samsung face hurdles delivering the advanced 3-nanometer node and the volume scale that TSMC provides, and Apple retains concerns over non-TSMC process maturity and consistent production quality.