Apple’s move to diversify chip production from TSMC to Intel and Samsung threatens to reshape the $500B semiconductor industry and reduce geopolitical risk.
Key takeaways
- Why Apple’s Shift from TSMC Signals a Major Industry Shakeup
- Apple is quietly engineering one of the most consequential supply chain pivots in the semiconductor sector: direct talks with Intel and Samsung about producing its chi...
- Apple’s motivation is as much about geopolitics as it is about cost or technology. TSMC, headquartered in Taiwan, produces nearly all of Apple’s custom silicon—chips t...
- The calculus is clear: diversify or face existential risk. A supply chain interruption in Taiwan would cripple Apple’s ability to ship devices—potentially costing tens...
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Canonical source: https://mlxio.com/technology/apple-chip-production-shift-tsmc-risk
