Apple Explores Intel, Samsung Chipmaking to Diversify TSMC Supply Risk

Apple has long relied on TSMC to manufacture its custom chips, but demand from AI data centers and model computing is tightening advanced-process capacity. To reduce risks arising from tensions across the Taiwan Strait and its dependence on a single supplier, Apple is considering using Intel’s 18A-P process and Samsung’s foundry services. TSMC retains an edge in technology and mass production over the near term, while supply-chain diversification has become a long-term strategy.

As of July 19, 2026, market reports said Apple and Intel had reached a preliminary chipmaking agreement, sending Intel shares up as much as 13% to 14% and to a record high of $130.57. Reports also said Apple might use only two generations of TSMC’s 2-nanometer process before moving to 1.4 nanometers, intensifying competition for the next wave of capacity ahead of schedule.