Overview
- Apple held early talks with Intel and sent executives to Samsung’s new Texas chip plant, Bloomberg reported Monday.
- The work is still exploratory with no chip orders in place.
- Apple told investors last week that limited supply of advanced processors is holding back iPhone and Mac sales.
- Apple designs the main processors for its devices but relies on TSMC’s 3-nanometer tech, which is now in tight supply due to AI data center demand.
- Reporters note Intel and Samsung trail TSMC on scale and consistency at leading nodes, so any U.S. shift would aim to lower single-supplier risk but remains uncommitted.