Apple explores using Intel, Samsung to build device processors

Apple is exploring partnerships with Intel and Samsung to manufacture processors for its devices, as part of a broader strategy to diversify its supply chain and align with U.S. policy priorities. The company recently announced that Samsung will supply chips from its Austin, Texas facility for Apple products, including iPhones, as part of a $100 billion additional investment in the U.S., bringing its total U.S. investment to $600 billion over four years. This move is seen as an effort to reduce reliance on single vendors and localize production, particularly for image sensors previously sourced from Sony.

Separately, reports suggest Apple is considering Intel for the production of entry-level M-series chips for MacBooks and other Mac devices. According to supply chain analyst Ming-Chi Kuo, Intel could begin shipping these chips as early as mid-2027 using its 18A process node in North America. This potential collaboration marks a cautious return to Intel after Apple transitioned to its in-house silicon in 2020. The decision is reportedly driven by geopolitical considerations, tariff risks, and the desire to support U.S.-based manufacturing.

Apple's strategy appears to balance technological performance with strategic sourcing, leveraging both Samsung and Intel to meet production needs while mitigating supply chain risks.