Apple May Break A 12-Year Chip Strategy

Apple may end its 12-year exclusive chip deal with TSMC, exploring Intel for lower-end processors starting 2027 to diversify supply chains amid AI com
Matilda
Apple May Break A 12-Year Chip Strategy
Apple Breaks TSMC Monopoly After 12 Years Apple is reportedly preparing to end its exclusive 12-year partnership with TSMC for manufacturing its custom silicon—a seismic shift that could reshape the tech giant's supply chain strategy. According to industry sources, the company is evaluating alternative foundries to produce lower-end processors for future iPhones, iPads, and Macs beginning as early as 2027. This move comes as TSMC prioritizes AI chip orders from companies like Nvidia, creating capacity concerns for even its most loyal clients. For consumers, this strategic pivot signals Apple's growing urgency to secure manufacturing flexibility without compromising the performance gains that have defined its Silicon era. Credit: Google Why Apple's TSMC Dependence Mattered Since 2014, TSMC has been the sole manufacturer of Apple's A-series and M-series chips—powering everything from the iPhone 6 to the latest MacBook Pro. This exclusivity delivered remarkable benefits: tigh…