Apple Tours Samsung Fab, Talks Intel to Offset TSMC Supply Shortages
AMD•Apple executives toured Samsung’s Texas fab and held chipmaking talks with Intel to secure alternative manufacturing options after last quarter’s TSMC shortages cut iPhone revenue. Partial orders with Intel or Samsung US facilities could reshape TSMC’s dominance and relieve AMD’s supply risk from Taiwanese capacity constraints.
1. Foundry Diversification Efforts
Apple executives toured Samsung’s Texas fabrication plant and held separate chipmaking discussions with Intel to develop backup manufacturing options beyond TSMC.
2. TSMC Dependence and AMD
AMD’s processor production relies on TSMC’s advanced nodes, so any Apple shift to Intel or Samsung could free capacity or heighten competition for manufacturing slots.
3. Intel and Samsung Roadmaps
Intel’s US-backed foundry aims to deliver leading-edge processes while Samsung’s Texas plant leverages CHIPS Act subsidies, both seeking a flagship customer to validate their investments.
4. Broader Contract Chipmaking Economics
A partial Apple order outside TSMC could alter industry pricing, investment incentives and capacity allocation, directly impacting AMD’s primary manufacturing partner.
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