Public Event Detail
Apple's chip talks with Intel and Samsung signal a structural shift in how Big Tech thinks about supply chain risk
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Event summary
Apple is engaging in exploratory discussions with Intel and Samsung for chipmaking services, signaling a shift in how Big Tech addresses supply chain vulnerabilities. This move aims to reduce Apple's heavy dependence on Taiwan Semiconductor Manufacturing Company (TSMC) for its advanced silicon, especially after recent chip shortages impacted iPhone revenue. While Apple is not seeking a better manufacturer, it is looking for alternative options to build resilience against potential supply disruptions and geopolitical risks.