Apple explores using Intel, Samsung chips amid supply crunch
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With TSMC’s capacity constraints, Apple is exploring the possibility of tapping into Samsung and Intel foundries for fabricating iPhone and Mac chips.
Taiwan Semiconductor Manufacturing Company Ltd TSM is trading up by 0.27% during Tuesday’s premarket session as traders weigh fresh supply-chain chatter around Apple Inc’s AAPL chip sourcing and capacity constraints,
Apple A20 chip to skip TSMC's WMCM packaging due to DRAM shortages, impacting iPhone 18 flexibility, and the progression of chip technology.
Taiwan Semiconductor Manufacturing Co. is moving ahead with a $52–$56 billion capital spending plan for 2026, reviving its Longtan fab project and advancing next-generation chip production, even as rumors swirl about Apple exploring backup suppliers.
If you're planning to have a cutting-edge chip manufactured in late 2025 or early 2026, you're probably looking at TSMC, because the only other company operating a fab at a similar node is Intel, and Team Blue canceled acceptance of external orders for 18A ...