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Bloomberg reports Apple is in early-stage discussions with Intel and Samsung about producing some of its M-series chips.
Apple is in early talks with Intel and Samsung to diversify M-series chip production.
KEY POINTS
- Apple's shift signals a new willingness to reduce dependency on TSMC for chip manufacturing.
- No orders have been placed and non-TSMC M-series chips are not expected before mid-2027.
- Yield and performance concerns remain a barrier for Intel and Samsung to match TSMC standards.
- Apple's public exploration of alternatives changes leverage dynamics among major foundry partners.
COMPANIES
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