semiconductor / news / / CNBC TV18
Apple is in early talks with Intel and Samsung to manufacture advanced chips in the US, seeking to reduce reliance on TSMC as AI demand and supply constraints limit iPhone and Mac production.
Apple is in early talks with Intel and Samsung about US-based advanced chip manufacturing.
KEY POINTS
- No orders or commitments have been made yet with Intel or Samsung for chip production.
- Apple's supply constraints are driven by AI data center build-outs and high Mac demand.
- TSMC's Arizona plant will supply 100 million chips in 2026, far below Apple's total needs.
- Apple is exploring additional suppliers partly due to risks of relying on Taiwan for chips.
COMPANIES
Summarized by Newsio from CNBC TV18. How we summarize →