Apple Explores U.S. Chip Production With Intel and Samsung

Apple Inc. is conducting exploratory discussions with Intel Corporation and Samsung Electronics to shift the production of main device processors to the United States. This strategy aims to create a secondary supply chain to mitigate chip shortages driven by high demand for artificial intelligence and to reduce the company's heavy reliance on Taiwan Semiconductor Manufacturing Company (TSMC).

As part of these efforts, Apple executives visited a Samsung Electronics semiconductor fabrication plant currently under construction in Texas. While negotiations with Intel have persisted for approximately one year, the talks remain in an early stage, and no formal agreements have been reached. The move aligns with pressure from the Trump administration for technology companies to relocate manufacturing and sourcing operations to the U.S.

Intel CEO Lip-Bu Tan stated the company is encouraged by external engagements regarding its 18A and 14A chip technologies, though Intel has declined to comment officially on a potential deal. Apple may still abandon these partnerships if technical issues arise during the transition to new silicon suppliers.