Apple Eyes Intel Chip Manufacturing as 14-Nation Coalition Fights Memory Crunch
The U.S. under the Pax Silica initiative has formed a 14-country coalition—including India, Japan and South Korea—to secure memory chip supply chains and reduce reliance on China, aiming to ease a global shortage affecting AI-driven demand. Separately, Apple has held exploratory talks with Intel to outsource main processor production to U.S. chip facilities, supporting its domestic manufacturing commitments.
1. Supply Chain Coalition Expansion
Under the Pax Silica initiative, the U.S. State Department has enlisted 14 countries—including India, Japan, South Korea, Singapore and the Philippines—to form a supply chain coalition focused on semiconductors, AI and critical minerals. This coalition aims to reduce dependence on China and accelerate memory chip production to meet surging AI-driven demand and resolve shortages impacting tech firms like Apple.
2. Apple’s Intel Manufacturing Discussions
Apple has conducted exploratory discussions with Intel about shifting production of its main processors to Intel’s U.S. fabrication facilities. This potential partnership would bolster Apple’s commitment to onshore manufacturing, diversify its foundry base and help secure a more reliable supply of advanced chips for future devices.