Apple considers Intel and Samsung to diversify M‑series chip production

Apple is reportedly in early discussions with Intel and Samsung to manufacture some of its M‑series chips, signaling a potential shift away from TSMC’s exclusive role. While Apple is unlikely to abandon TSMC, diversifying production could reduce geopolitical and supply‑chain risks, especially as demand for Apple silicon continues to rise. Intel and Samsung are eager for Apple’s business, but both still lag behind TSMC in yield and consistency, making any transition slow and cautious. If either foundry secures a leading‑edge Apple contract in the next two years, it would mark a major strategic shift in Apple’s silicon roadmap.

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