More threats to Apple’s chipmaker through attempted theft of TSMC technology Ben Lovejoy | Apr 7 2026 - 5:39 am PT | Apr 7 2026 - 5:39 am PT A new Reuters piece describes new threats to Apple’s chipmaker TSMC as a result of further reported actions by the Chinese government. …
… That said, Bloomberg says that discussions with Intel and Samsung Electronics remain at an early stage with no orders in place, and that “Apple has concerns about using non-TSMC technology and may not ultimately move forward with another partner.” To read Bloomberg ’s full report, follow this link . …
… TSMC is still expected to handle orders for Apple’s most cutting-edge silicon. Many see the addition of Intel as a chip manufacturer as a way Apple is mitigating risk from over-reliance on TSMC. …
… That would certainly be a useful capability for Apple to have, but it would still leave the company entirely dependent on TSMC for its latest devices. …
… For a long time, Apple split its A-series chip production between TSMC and Samsung, and Mac CPUs were off-the-shelf Intel ones. …
… Apple, Bosch, and TSMC will work together to produce integrated circuits ICs for Bosch’s new sensing hardware at TSMC Washington in Camas, Washington. …
… All of the iPhone processors are manufactured by TSMC, which is experiencing surges in chip demand thanks to the recent AI boom. If you go back a few years, Apple was TSMC’s largest customer by a mile … but that isn’t so true at the moment which gives the company less leverage. …
… Every time there’s a notable evolution of fabrication technology, we see this play out. That’s why Apple works years in advance to secure TSMC’s most cutting-edge offerings. …
… Apple then reportedly ordered a hot lot of A18 Pro chips from TSMC, and those shipping estimates have since started to improve, suggesting the company is beginning to work through the backlog. …
… Apple isn’t asking TSMC to produce a version of the M1 chip with a 7-core GPU instead of an 8-core one. …