Taiwan Analysts Believe Intel Unlikely to Replace TSMC as Main Apple Supplier | Taiwan News | May. 11, 2026 12:18
Analysts said the reported move reflects Apple’s demand for more suppliers, while TSMC’s advanced packaging and yield advantages still make a rapid shift unlikely.
- On Monday, Taiwan Semiconductor Manufacturing Co. shares fell 2.40 percent to NT$2,235.00 on the Taiwan Stock Exchange after reports emerged that Apple Inc. may shift some chip orders to Intel Corp.
- The Wall Street Journal reported Friday that Apple and Intel reached a preliminary agreement for Intel to manufacture some chips, though analysts believe Intel is unlikely to replace TSMC as Apple's primary supplier soon.
- Taiwan Institute of Economic Research economist Liu Pei-chen said TSMC's advanced packaging is critical to Apple's M-series and A-series chips, as Intel and Samsung still lag in yield rates and power efficiency.
- Mega International Investment Services analyst Alex Huang called the sell-off a "knee-jerk reaction," noting TSMC dominates the high-end chip market and retains strong pricing power that forces buyers to accept its terms.
- Despite Monday's losses, TSMC shares had soared 31.25 percent since March 31, and analysts remain upbeat about its sound fundamentals during the current AI boom, expecting consolidation before further growth.
14 Articles
14 Articles
TSMC shares under pressure but fundamentals still sound: Analysts
Taipei, May 11 (CNA) Shares of contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) came under pressure Monday, as selling of the stock was triggered by a report that Apple Inc. is looking to shift some orders from the Taiwanese company to Intel Corp., dealers said.
Times of India
The Economic TimesTSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report
Taiwan Semiconductor Manufacturing Co. will likely continue making chips for Apple. Experts say TSMC's advanced technology and reliable production are unmatched. While Apple may work with Intel, TSMC's lead in areas like packaging and yields makes it indispensable for Apple's key devices.
TSMC Expected to Remain Apple's Primary Chip Manufacturing Partner Despite Reported Intel Deal
Get latest articles and stories on Business at LatestLY. Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to remain Apple's primary chip manufacturing partner despite reports that Apple could shift some orders to Intel, according to a report by Focus Taiwan. Business News | TSMC Expected to Remain Apple's Primary Chip Manufacturing Partner Despite Reported Intel Deal.
Intel Eyes Apple Chips in Foundry Push
Intel eyes Apple chip production, signaling a foundry comeback. (Photo courtesy of Reuters) Intel, long regarded as a weak player in the foundry (semiconductor contract manufacturing) sector, is reportedly in discussions to produce some of Apple’s proprietary chips. What makes the development particularly notable is that the Trump administration is said to have played a behind-the-scenes role in brokering the agreement, raising expectations th…
Apple and Intel enter into a chip deal
Apple and Intel have reportedly entered into a preliminary agreement for Intel to manufacture some of the chips which power Apple iPhones, iPads and other devices. The Wall Street Journal (WSJ) reported the two companies engaged in intensive, behind-closed-doors talks for more than a year prior to an agreement being reached over the past few months. For Apple, the deal with Intel could reduce its reliance on chips from TSMC. TSMC is Apple’s prim…
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