Apple Eyes Intel and Samsung Fabs in Early-Stage Talks, a Rare Crack in Its Decade-Long TSMC Loyalty

Apple is in early discussions with Intel and Samsung about making some of its chips in the U.S. to diversify beyond TSMC.

The talks are exploratory only: no orders have been placed, and any deal would depend on maturing process technologies.

Apple’s chip lineup has faced supply pressure, prompting interest in additional foundry options for future A- and M-series production.

A shift even partly away from TSMC would be a major supply-chain change and a big validation for Intel and Samsung as foundry rivals.