Apple is reportedly in early talks with Intel and Samsung to develop custom chips for its devices. The company wants to reduce its reliance on Taiwan Semiconductor Manufacturing Company (TSMC), which has been its main supplier for years. While no orders have been made yet, these discussions highlight Apple’s push to diversify its chip sourcing options.

Why Apple Is Looking Beyond TSMC

For over a decade, Apple has mainly depended on TSMC to produce the processors that power iPhones, iPads, and Macs. However, the company has expressed concerns about having a single supplier. During its recent earnings call, Apple’s CEO Tim Cook mentioned that this reliance limits flexibility in the supply chain.

The global chip shortage and recent shifts towards AI products have added pressure. Apple is also wary of potential supply disruptions, especially considering geopolitical tensions. The company has already started manufacturing some chips in its Arizona plant, aiming to produce 100 million chips locally in 2026. Still, this only covers a small portion of its total device production, which was over 247 million iPhones in 2025.

Potential Partners and Technology Challenges

Apple has been talking to Intel about using its upcoming 14A process technology, which is in the 1.4nm class, for non-Pro iPhones planned for 2028. If successful, this move could help Apple diversify its manufacturing sources and reduce risks. However, Intel and Samsung currently lag behind TSMC in advanced chip technology, facing issues like overheating and low yields.

Samsung has recently claimed to be the first with a 2nm mobile chip, but both Samsung and Intel have struggled with transitioning to smaller, more efficient designs. Apple’s interest in these partnerships shows its desire to stay ahead in processor technology, but it’s uncertain whether these collaborations will materialize fully. The company remains cautious about moving away from TSMC’s proven process, especially for flagship devices.

Overall, Apple’s negotiations with Intel and Samsung reflect its broader strategy to build a more resilient supply chain. While these talks are still in early stages, they could eventually lead to new chip options for future devices, helping the company navigate global manufacturing challenges better.

Inspired by

• https://www.engadget.com/2164681/apple-said-to-be-talking-to-intel-and-samsung-about-building-key-device-processors/

Sources

• apple.com
• cnbc.com
• macrumors.com
• macrumors.com
• indiatimes.com