Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC

Apple is in early-stage discussions with Intel and Samsung to diversify chip manufacturing away from its heavy reliance on TSMC, driven by recent supply-chain disruptions from AI datacenter buildouts and geopolitical risks surrounding Taiwan. While both alternative suppliers face significant challenges in matching TSMC's manufacturing scale and consistency, a successful partnership would provide Apple with supply-chain resilience and align with US government incentives for domestic advanced manufacturing. This strategic shift signals the need for IT leaders to monitor semiconductor supply-chain concentration risks and prepare for potential multi-vendor chip ecosystems in enterprise technology planning.