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Apple is looking to reduce its reliance on TSMC by exploring alternative manufacturing partners.
Apple is in early talks with Intel and evaluating Samsung facilities to diversify chip production.
KEY POINTS
- Apple's internal hardware teams reorganized, creating a dedicated Silicon group led by Sri Santhanam.
- Recent AI hardware demand and supply chain constraints heightened Apple's urgency to find new chip partners.
- Apple has concerns about Intel and Samsung's ability to match TSMC's manufacturing scale and consistency.
- A deal with Intel would align with US government interests as it now has an equity stake in Intel.
COMPANIES
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