Samsung & Intel considered as alternatives to TSMC for Apple Silicon production
AI-summarised brief · reviewed before publication
Apple is considering Intel and Samsung as alternatives to TSMC for Apple Silicon production, with rumors suggesting a potential partnership as early as 2027 or 2028. Samsung is the distant number two chip fabricator to TSMC, while Intel has been mentioned in rumors due to its US foundries. Apple needs to diversify its processor supply chain, but both alternatives are weak compared to TSMC, which produces over 60% of Apple Silicon in Taiwan.
💡 Why It Matters
- · Nvidia is now TSMC's single largest customer, displacing Apple — and that loss of pole position has real consequences.
- · Apple no longer has the buying power to secure preferential capacity, which means this isn't just geopolitical hedging, it's Apple responding to a competitive shift in who controls the world's most advanced chip pipeline.