Apple’s Intel And Samsung Chip Talks Reveal A Bigger iPhone Supply Problem
Apple Inc. has kicked off preliminary discussions with Intel Corp. and Samsung Electronics Co. on manufacturing its core device processors in the U.S.—a move that would mark a sharp pivot from its heavy dependence on Taiwan Semiconductor Manufacturing Co., Bloomberg said. For now, talks are still in the early stages with no deals in place, Reuters noted, citing the original Bloomberg coverage. Timing is key here. Apple last week pointed to strong iPhone 17 demand as a boost for March-quarter revenue, yet hardware supply constraints also cropped up—raising fresh questions for investors about whether the world’s biggest consumer-electronics company can secure enough of the latest chipmaking capacity.
