Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC

May 7, 2026 -

Talks involve Samsung's Taylor fab as Apple seeks supply chain diversification amid AI demand and geopolitical risks

Apple is considering shifting part of its semiconductor foundry production away from Taiwan Semiconductor Manufacturing Co. to alternative suppliers including Samsung Electronics and Intel, according to reports, as the company looks to diversify chip manufacturing amid growing artificial intelligence demand and geopolitical uncertainty.

Bloomberg reported on May 5 that Apple executives recently visited Samsung Electronics' semiconductor fabrication plant under construction in Texas to discuss potential foundry cooperation. The discussions remain at an early stage, and no decision on actual collaboration has been made.

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