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Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Summary by digitimes.com
Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics.

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digitimes.com broke the news in on Tuesday, January 27, 2026.
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