Apple Eyes Diversifying Chip Manufacturing Beyond TSMC
TL;DR Summary
Apple reportedly is exploring diversification of its chip manufacturing away from TSMC for lower-end processors, with Intel rumored to potentially supply some Apple silicon for iPhone and select Mac/iPad chips in 2027–2028 using the 18A process; the move could broaden its supply chain amid rising AI chip demand, though no specific supplier has been confirmed.
- Apple May Break a 10-Year Chip Strategy MacRumors
- The AI Boom Is Coming for Apple’s Profit Margins The Wall Street Journal
- AI demand forcing Apple to look for alternatives to TSMC AppleInsider
- Apple may end its biggest chip partnership that started with iPhone 6, and why the ‘reason’ is Nvidia Times of India
- AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims Tom's Hardware
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