{"id":725650,"date":"2026-05-05T13:45:17","date_gmt":"2026-05-05T10:45:17","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/apple-wants-a-second-source-intel-and-samsung-want-it-to-be-them\/"},"modified":"2026-05-05T13:45:17","modified_gmt":"2026-05-05T10:45:17","slug":"apple-wants-a-second-source-intel-and-samsung-want-it-to-be-them","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/apple-wants-a-second-source-intel-and-samsung-want-it-to-be-them\/","title":{"rendered":"Apple wants a second source. Intel and Samsung want it to be them."},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a3049b10d568\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a3049b10d568\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/apple-wants-a-second-source-intel-and-samsung-want-it-to-be-them\/#The_challenge_nobody_has_fully_solved\" >The challenge nobody has fully solved<\/a><\/li><\/ul><\/nav><\/div>\n<div id=\"article-main-content\">\n<p><i><span style=\"font-weight: 400;\">Bloomberg reports <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">App<\/a>le is in early-stage discussions with Intel and Samsung about producing some of its M-<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/watch-movies-tv-seriess\/\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Watch Movies &amp; TV Series\" target=\"_blank\" rel=\"noopener\">series<\/a> chips. The talks are exploratory; the signal is significant.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Apple\u2019s silicon strategy has, for nearly a decade, run on a single foundry relationship. <\/span><a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/videos\/2026-05-05\/apple-explores-using-intel-samsung-chipmaking-services-video\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 400;\">Bloomberg reported on Tuesday<\/span><\/a><span style=\"font-weight: 400;\"> that the company is now exploring early-stage discussions with Intel and Samsung Electronics about manufacturing some of its M-series processors, in a quiet move to diversify production away from Taiwan Semiconductor Manufacturing Company. <\/span><a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/9to5mac.com\/2026\/05\/04\/report-apple-considers-intel-and-samsung-to-diversify-chip-manufacturing-away-from-tsmc\/\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 400;\">9to5Mac confirmed the reporting<\/span><\/a><span style=\"font-weight: 400;\"> on the same day, framing it as the most concrete signal yet that Apple is taking foundry concentration risk seriously enough to act on it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Apple is not, on the available reporting, planning to walk away from TSMC. The discussions are at an early stage, no orders have been placed, and Apple has internal concerns about whether non-TSMC <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" data-internallinksmanager029f6b8e52c=\"4\" title=\"Technology\" target=\"_blank\" rel=\"noopener\">technology<\/a> can match the yield, performance, and timing the company has come to depend on. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The most likely scenario, by AppleInsider\u2019s analysis, is that Apple uses Intel or Samsung for its lower-end M-series parts, the chips that ship in MacBook Air, iPad Pro, and similar mid-volume products, while keeping its highest-performance silicon on TSMC nodes. Initial shipments of any non-TSMC part are not expected until the second or third quarter of 2027.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The strategic logic is two-track. The first track is geopolitical: <\/span><span style=\"font-weight: 400;\">TSMC\u2019s continued concentration in Taiwan<\/span><span style=\"font-weight: 400;\"> is a known supply-chain risk in any scenario involving a Chinese move on the island, and Apple has been quietly diversifying around that question for years. The second track is commercial. <\/span><\/p>\n<div class=\"inarticle-wrapper latest channel-cta hs-embed-tnw\">\n<div id=\"hs-embed-tnw\" class=\"channel-cta-wrapper\">\n<div class=\"channel-cta-img\"><img decoding=\"async\" class=\"js-lazy\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/p>\n<div class=\"channel-cta-input\">\n<p class=\"channel-cta-title\">The \ud83d\udc9c of EU tech<\/p>\n<p class=\"channel-cta-tagline\">The latest rumblings from the EU tech scene, a story from our wise ol&#8217; founder Boris, and some questionable AI art. It&#8217;s free, every week, in your inbox. Sign up now!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">Intel\u2019s foundry services have been rebuilding under Lip-Bu Tan\u2019s leadership<\/span><span style=\"font-weight: 400;\">, with Apple as one of the customer relationships Intel has reportedly pursued most aggressively. Samsung\u2019s foundry, while a step behind TSMC on leading-edge nodes, has historical capability and excess capacity. Both companies want Apple business badly. Apple, by extension, has unusual leverage.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_challenge_nobody_has_fully_solved\"><\/span>The challenge nobody has fully solved<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The hard problem is yield. <\/span><a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/semiwiki.com\/semiconductor-manufacturers\/tsmc\/366523-tsmc-vs-intel-foundry-vs-samsung-foundry-2026\/\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 400;\">Industry analysts at Semiwiki have tracked the gap<\/span><\/a><span style=\"font-weight: 400;\"> between TSMC\u2019s leading-edge nodes and Intel\u2019s and Samsung\u2019s equivalents through 2026, and the consensus is that both alternative foundries are closer to TSMC\u2019s quality than they have been in years, but neither has fully closed the gap. For Apple, which has historically shipped tens of millions of M-series units per year and demands consistent performance across that volume, even a small yield difference compounds into meaningful product-cost and customer-experience differences.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The supply context also matters. <\/span><span style=\"font-weight: 400;\">TNW reported last week<\/span><span style=\"font-weight: 400;\"> that Apple raised the entry-level Mac mini\u2019s starting price from $599 to $799 after AI-driven demand depleted inventory at higher configurations. That kind of demand pressure makes any foundry diversification more urgent, but also riskier: a yield problem at a new manufacturing partner would amplify, not relieve, the supply constraint Apple is currently dealing with.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tuesday\u2019s reporting is, in itself, unlikely to change Apple\u2019s near-term product roadmap. The longer-term signal is more consequential. Apple has, for the first time in its modern silicon era, publicly hinted that the TSMC relationship is no longer treated as singular. Whether the eventual outcome is a partial second-source arrangement, a long-running negotiating posture, or no change at all, the fact that Apple is publicly signalling diversification interest changes the bargaining table for all three foundries.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The next signal will come not from Apple but from Intel and Samsung. If either announces a leading-edge process win that includes Apple as a customer over the next 12 to 24 months, the diversification thesis will have moved from exploration to commercial reality. If neither does, the discussions will be remembered as one of the smaller chess moves in Apple\u2019s longer <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/game\/\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Game\" target=\"_blank\" rel=\"noopener\">game<\/a> with its most important supplier.<\/span><\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/apple-intel-samsung-foundry-tsmc-diversification\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bloomberg reports Apple is in early-stage discussions with Intel and Samsung about producing some of its M-series chips. The talks are exploratory; the signal is significant. Apple\u2019s silicon strategy has, for nearly a decade, run on a single foundry relationship. Bloomberg reported on Tuesday that the company is now exploring early-stage discussions with Intel and&#8230;<\/p>\n","protected":false},"author":1,"featured_media":725651,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.thenextweb.com\/2026\/05\/Apple-hq.avif","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-725650","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/725650","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=725650"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/725650\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/725651"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=725650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=725650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=725650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}