Apple Explores Intel and Samsung for US Chip Manufacturing

Apple is actively evaluating Intel Foundry and Samsung's US fabs as alternative chip manufacturing partners, driven by CHIPS Act incentives and Taiwan supply chain risk mitigation. This signals a potential shift from TSMC dependency for future A-series or custom silicon production. ML hardware teams should monitor yield parity and process node competitiveness, as Intel 18A and Samsung 2nm GAA remain unproven at Apple's volume and quality thresholds compared to TSMC N3E.