Apple eyes alternative chip suppliers amid China–Taiwan tensions

Apple is reportedly exploring partnerships with Intel and Samsung to manufacture key processors for its devices, as the tech giant seeks to reduce reliance on TSMC, according to a report by Bloomberg.

The discussions remain at an early stage, with no formal agreements or orders placed so far. Sources familiar with the matter said Apple has recently visited a Samsung chip facility under development in Texas and has held preliminary talks with Intel.

For over a decade, Apple has depended heavily on Taiwan-based TSMC to produce its system-on-chip (SoC) processors, which power iPhones, iPads and Mac computers. However, the company is said to be increasingly concerned about relying on a single supplier, particularly amid ongoing global chip shortages and growing demand driven by artificial intelligence technologies.

Apple CEO Tim Cook recently acknowledged supply chain limitations during the company’s earnings call, noting that flexibility has been reduced compared to previous years.

Geopolitical risks have also played a role in Apple’s strategy. The company has previously expressed concern about potential disruptions if tensions escalate between China and Taiwan, where the majority of TSMC’s production is based.

While TSMC has begun manufacturing some Apple chips at its Arizona facility—with plans to produce around 100 million units in the United States by 2026—this represents only a fraction of Apple’s overall demand. The company shipped approximately 247.4 million iPhones in 2025 alone.

Apple is expected to use TSMC’s advanced 2-nanometer process for its upcoming A20 and A20 Pro chips in the iPhone 18 lineup, meaning any collaboration with Intel or Samsung would likely apply to products released from 2027 onward.

Despite the talks, uncertainty remains over whether Apple will ultimately move forward with alternative suppliers. Both Intel and Samsung are currently considered to be behind TSMC in advanced chip manufacturing technologies, although securing Apple as a client would mark a significant milestone for either company.