Apple in Talks with Intel, Samsung for US Chipmaking

[Daniel Nenni]

• - Apple explores US chip partnerships with Intel Samsung
• - Strategy aims to diversify semiconductor supply chains
• - Talks support domestic manufacturing and resilience goals

Apple is reportedly in discussions with leading semiconductor companies Intel and Samsung to strengthen chip manufacturing operations in the United States, reflecting the company’s broader strategy to diversify its supply chain and reduce dependence on overseas production.

The move comes amid increasing geopolitical tensions, supply chain vulnerabilities, and growing pressure from the US government to boost domestic semiconductor manufacturing. By exploring partnerships with major chipmakers, Apple aims to secure more resilient production capabilities for its future devices while aligning with national efforts to enhance technological self-sufficiency.

Intel is considered a key contender in these discussions due to its expanding foundry business and significant investments in advanced chip fabrication facilities across the US. The company has been actively positioning itself as a manufacturing partner for global technology firms seeking localised production alternatives. A collaboration with Apple could provide Intel with a high-profile client while accelerating its ambitions in the foundry segment.

Samsung, another potential partner, already maintains a strong semiconductor presence in the United States and has announced substantial investments to expand its manufacturing footprint. Its expertise in advanced chip production and established relationship with Apple make it a strategic candidate for future collaboration.

The talks also align with the objectives of the US CHIPS and Science Act, which encourages semiconductor manufacturing investments through financial incentives and policy support. Several technology firms have been reassessing supply chain strategies in response to the legislation, aiming to mitigate risks associated with overreliance on specific geographic regions.

For Apple, securing diversified manufacturing partnerships is becoming increasingly critical as demand for advanced processors continues to rise across product categories, including iPhones, MacBooks, iPads, and wearable devices. Strengthening domestic manufacturing capacity could also improve long-term operational stability and reduce exposure to global disruptions.

Industry analysts view these discussions as part of a larger trend where global technology companies are balancing cost efficiency with supply chain resilience. As semiconductor demand grows and geopolitical uncertainties persist, local manufacturing partnerships are expected to become more central to corporate strategy.

While no formal agreement has been announced, the reported discussions signal Apple’s intent to proactively adapt to changing market and regulatory conditions. If successful, these partnerships could significantly reshape the US semiconductor ecosystem and reinforce the country’s role in global chip production.

Apple in Talks with Intel, Samsung for US Chipmaking

Apple holds talks with Intel and Samsung for US chipmaking, aiming to strengthen domestic semiconductor production and diversify its supply chain.

www.ciotechoutlook.com

 

[Daniel Nenni]

Apple has been in talks with Intel since the first iProducts were being designed 15+ years ago. Those talks and talks with other foundries are a natural part of chip design so this type of article will always be somewhat accurate.

Given the volumes of iPhone chips and the cost and power sensitivity being critical, TSMC is the only foundry that can do this business. Apple was forced to split a phone between foundries (TSMC / Samsung) and it failed miserably.

Apple can however split our the M series and I certainly hope they do. The first iPhone version is TSMC N3B followed by refined versions TSMC N3E and N3P. Apple M series uses refined N3 versions.

I doubt Apple would go back to Samsung after the legal and yield issues suffered during their tenure but I do see an opportunity for Intel. The cost however might be a challenge. We shall see what Lip-Bu can do here.