TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power

Apple is reportedly testing Intel’s 18A-P process as part of a broader effort to diversify its chip supply.

The move could give Apple more leverage with TSMC, which is increasingly prioritizing AI and high-performance computing demand.

Analyst Ming-Chi Kuo says the plan reflects a wider shift in the semiconductor market as major customers seek alternative manufacturing partners.

The AI chip boom is reshaping supply chains and pushing companies like Apple to reduce dependence on TSMC.