Apple Explores Intel, Samsung for US Chip Production: Report

Apple has held exploratory discussions with Intel and Samsung Electronics to produce its main device processors in the US, according to a Bloomberg report. The talks, still at an early stage, show Apple assessing options beyond TSMC, which is its primary supplier. 

The move comes as chip demand rises and companies seek to localise production. Apple has reportedly discussed using Intel’s foundry services and has reviewed Samsung’s upcoming semiconductor plant in Texas. 

Executives have allegedly visited the site, which is set to manufacture advanced chips, and the company is evaluating whether these partners can meet its performance, scale, and delivery needs.

The discussions do not confirm a supplier change, according to the report. Apple continues to depend on TSMC for processors used in iPhones and iPads. However, supply constraints linked to AI-driven demand have pushed companies to diversify sourcing, as recent earnings commentary also indicated.

Apple’s move reflects a broader industry trend. Several firms have already started working with alternative foundries. Tesla, for instance, has signed a multibillion-dollar deal with Samsung to manufacture AI chips for its vehicles and robotics systems. 

Intel also recently announced that it will join the Terafab semiconductor venture, a fabrication project jointly owned by Tesla, SpaceX, and xAI. The companies plan to build a $25 billion chip manufacturing facility in Austin, Texas, with plans for a full-scale facility on the North Campus of Giga Texas.

Apple is also set to use Intel’s next-generation manufacturing process for future chip production, marking a key external customer win for Intel’s foundry business.

Intel and Samsung have been expanding their contract manufacturing businesses to compete with TSMC. Intel has repositioned its foundry unit to attract large clients, while Samsung continues to invest in advanced nodes and US-based fabs.

Samsung has reportedly indicated it expects to secure more advanced chip clients and is in talks with major technology firms for future orders. Its Texas facility, which Apple has evaluated, is also tied to existing customer commitments.

Despite this momentum, both Intel and Samsung still trail TSMC in advanced chip manufacturing. Apple remains cautious about shifting production, and the current talks may not lead to formal agreements.