Apple is reportedly evaluating partnerships with Intel and Samsung for U.S.-based chip manufacturing, aiming to diversify its supply chain beyond TSMC. The move comes as Apple faces persistent concerns about Taiwan-related geopolitical risks and seeks onshore capacity.
U.S. chip incentives and domestic fab expansion programs make Intel and Samsung attractive partners. Any deal would likely impact TSMC's share of Apple's advanced node orders, signaling a broader industry trend toward geographic redundancy.