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TSMC to Remain Top Apple Chipmaker Despite Reported Intel Deal: Experts

Experts said Apple’s reliance on TSMC remains firm as Intel and Samsung still lag in yields and power efficiency, limiting near-term change.

Summary by Taipei Times
Bringing Taiwan to the World and the World to Taiwan

9 Articles

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Apple is reported to have reached a preliminary agreement to have some of its self-designed chips manufactured by Intel's foundry. Analysts believe that if this deal is finalized, it will serve as a turning point for Intel's foundry business, which has been struggling due to a lack of major clients. As demand for AI chips explodes, Taiwan's TSMC's monopoly in the foundry sector is wavering, and news of orders is spreading to Samsung Electronics …

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The iPhone manufacturer wants to minimize its dependence on TSMC. Also with Samsung to run conversations

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Bias Distribution

  • 67% of the sources lean Left
67% Left

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Telecom Talk broke the news on Saturday, May 9, 2026.
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