Apple is exploring new chip manufacturing sources with Intel and Samsung Electronics due to supply constraints in advanced process manufacturing and rising AI demand. Preliminary discussions have been initiated, but no orders have been placed. Apple is assessing Intel's capabilities and Samsung's new wafer fab in Texas, though it remains cautious about non-TSMC ecosystems. CEO Tim Cook highlighted that chip shortages for iPhones and Macs are limiting growth, with advanced process nodes being a bottleneck. The move aligns with Apple's strategy to diversify supply chain risks, though TSMC remains crucial in the short term.
Apple Considers Intel and Samsung for Chip Manufacturing Amid Supply Issues
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