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Apple eyes Samsung, Intel to cut TSMC dependence

⏱ 3 minute read
apple and samsung

Web Desk: Apple has approached Samsung and Intel about producing key device chips, as the iPhone maker looks to diversify its supply chain and reduce dependence on TSMC, according to a Bloomberg report.

The discussions remain at an early stage. Apple has not placed any orders so far. However, company representatives recently visited a Samsung chip facility under development in Texas. The move signals Apple’s growing interest in expanding manufacturing options.

Apple has relied heavily on TSMC for more than a decade. The Taiwanese firm produces system-on-chips used in iPhones, iPads, and Macs. Still, Apple executives have started to voice concerns about depending on a single supplier.

During a recent earnings call, CEO Tim Cook said the company currently has “less flexibility in the supply chain than we normally would.” This concern has intensified as global chip shortages continue and manufacturing capacity shifts toward artificial intelligence products.

At the same time, geopolitical risks have added pressure. Much of TSMC’s production remains concentrated in Taiwan. As a result, Apple has explored ways to mitigate potential disruptions.

TSMC has already begun producing some Apple chips at its Arizona facility. Apple expects around 100 million chips to be manufactured in the United States by 2026. However, that figure will cover only part of its demand. The company shipped about 247.4 million iPhones in 2025.

Looking ahead, Apple plans to use TSMC’s advanced 2nm process for its A20 and A20 Pro chips in the iPhone 18 lineup. Meanwhile, any chips produced by alternative partners would likely appear in devices launching in 2027 or later.

Both Intel and Samsung currently trail TSMC in advanced chipmaking. Even so, Apple has reportedly considered Intel’s upcoming 14A process for future non-Pro iPhones expected around 2028.

For Intel, securing Apple as a client would mark a major win as it works to regain competitiveness under CEO Lip-Bu Tan. The U.S. government has also backed Intel with significant funding to boost domestic semiconductor production.

Samsung, on the other hand, has recently reported progress in developing its own 2nm mobile chips. Still, both companies have faced challenges in improving efficiency and production yields over the years.

Despite exploring alternatives, Apple remains cautious. The company has raised concerns about relying on manufacturers outside TSMC. As a result, it may ultimately decide not to move forward with new partnerships.

Nevertheless, the discussions highlight Apple’s broader strategy. The company aims to strengthen supply resilience while navigating rising demand and global uncertainties.

Read more: OnePlus testing built-in cooling fan for Ace 7

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