Apple Eyes New Chip Manufacturing Partnerships to Diversify Supply Chain
Analysis
Apple is exploring a potential shift in its chip manufacturing strategy, potentially ending a 12-year exclusive partnership with TSMC. This move could lead to collaborations with other manufacturers, like Intel, enhancing supply chain resilience and opening doors for innovation in chip design and production. This strategy reflects Apple's proactive approach to navigating the evolving landscape of the AI era.
Key Takeaways
- •Apple is considering diversifying its chip manufacturing by potentially partnering with Intel and others.
- •This shift aims to enhance supply chain flexibility and mitigate risks in the face of rising AI server demands.
- •The move aligns with Apple's strategy to adapt to the evolving landscape of the AI industry and balance costs.
Reference / Citation
View Original"Apple is evaluating whether to outsource the manufacturing of some low-end processors to foundries other than TSMC."
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cnBetaFeb 2, 2026 05:19
* Cited for critical analysis under Article 32.