Apple Explores Intel, Samsung US Chipmaking to Back Up TSMC’s 3nm Output
Apple held early talks with Intel and visited Samsung’s Texas plant to build its main device processors as a US-based alternative to TSMC’s 3-nanometer capacity. The preliminary discussions involve no orders and come after AI-driven chip shortages and CEO Tim Cook’s warning that processor supply constraints are limiting device growth.
1. Early-Stage Talks with Intel
Apple has held preliminary discussions with Intel about enlisting its chipmaking services to produce the main processors that power iPhones and Macs. These talks are exploratory, with no orders placed, as Apple assesses Intel’s ability to match TSMC’s advanced fabrication standards.
2. Samsung’s Planned Texas Fabrication Plant
Apple executives visited Samsung’s under-development Texas facility, which is slated to produce advanced semiconductors. The plant aims to offer Apple a domestic option, but its timeline and capacity have yet to be proven against TSMC’s industry-leading 3-nanometer process.
3. Supply-Chain Constraints Prompting Backup Suppliers
Recent AI-driven data-center expansions and heightened Mac demand have strained chip supplies, prompting CEO Tim Cook to warn that processor shortages are capping device growth. These pressures are driving Apple to explore diversification beyond its decade-long reliance on a single foundry.
4. Potential Impact on Taiwan Semiconductor
Should Apple shift even a portion of its chip volume to Intel or Samsung, TSMC could face reduced order volumes on its most advanced nodes. The move underscores risks to TSMC’s dominance but remains contingent on supplier performance and Apple’s final decision.