Apple Evaluates Intel and Samsung for U.S. Chip Manufacturing Diversification

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Apple is reportedly evaluating Intel and Samsung foundry options in the U.S. as it explores reducing reliance on a single advanced-node supplier.

Quick Report

Apple is reportedly exploring U.S.-based manufacturing options with both Intel Foundry and Samsung Foundry as part of a broader supply diversification strategy beyond TSMC. TPU cites reports that Apple has evaluated Intel's 18A-P process design kits and may initially target lower-end M-series class parts if performance, power, and risk targets are met.

Samsung's SF2 path is also presented as a possible complementary option, potentially paired with external packaging partners depending on product class and schedule. If these discussions advance into volume commitments, Apple could gain stronger geopolitical resilience and multi-foundry flexibility for future A-series and M-series roadmaps.

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