Apple is holding early-stage exploratory talks with Intel and Samsung to produce its M-series processors [1].
This shift would mark a significant change in Apple's hardware strategy. By diversifying its semiconductor supply chain, the company aims to mitigate the risks associated with relying on a single foundry, TSMC, during a global supply crunch [1], [2].
Reports published on May 4 and 5, 2026, indicate that Apple is seeking backup manufacturers to ensure stability in its chip pipeline [3], [4]. These discussions are focused on manufacturing within the U.S. to shorten supply chains and reduce geopolitical risk [1], [5].
As part of these efforts, Apple executives recently visited a Samsung chip-fabrication plant in Texas [5], [6]. The visit underscores the company's interest in utilizing domestic facilities to produce its proprietary silicon [6].
Intel and Samsung both operate foundries capable of advanced node production. While Apple has maintained a long-term partnership with TSMC, the need for redundancy has become a priority as global demand for high-performance chips remains volatile [1], [2].
Apple has not officially confirmed a timeline for when these alternate manufacturers might begin production. The current talks are described as exploratory, meaning a final agreement on volume or specific chip models has not been reached [1], [3].
“Apple is holding early-stage exploratory talks with Intel and Samsung to produce its M-series processors.”
This move signals a strategic pivot toward 'de-risking' Apple's most critical component. By integrating Intel and Samsung into its ecosystem, Apple reduces its vulnerability to regional disruptions in Taiwan and leverages U.S.-based manufacturing to stabilize its supply chain against future global shortages.
