Apple is no longer TSMC’s largest customer. It has been since 2014 and has maintained this position for just over a decade, but in 2025 Nvidia established itself as the main customer of this Taiwanese semiconductor manufacturer. Until December 31, 2025, Nvidia generated 19% of TSMC’s revenuecompared to 17% for Apple. Even so, there is no doubt that the Cupertino company continues to be a priority customer for TSMCalthough this scenario could change in the short or medium term.
And, according to BloombergApple is exploring the possibility of Intel and Samsung manufacturing the advanced chips for their devices in the US. In all likelihood, the loss of influence and priority in the TSMC production chain that it has maintained for more than a decade has led to this decision. Now Nvidia has these privileges. However, to understand why Apple is considering leaning on Intel and Samsung, we also need to look in another direction.
Betting on Intel or Samsung makes sense, although it involves risks
There are several compelling reasons why Apple may be interested in Intel manufacturing its integrated circuits in the US. Or Samsung in its state-of-the-art plant in Texas. Or you could even work with both companies simultaneously and not completely sever your business relationship with TSMC. Either way, this diversification strategy would allow Apple to effectively protect itself from supply chain disruptions triggered by geopolitical instability. And also the shortage of some components caused by the massive construction of data centers to artificial intelligence (AI).
Apple is a candy for Intel and Samsung. There is no doubt about that
In fact, last week Apple recognized during the presentation of its economic results that its current supply chain is not very flexible. And in the current situation of instability, having Intel and Samsung as partners is a very attractive option. Furthermore, for these two companies it is very important get Apple as a client. In 2024 this last company represented approximately 25.2% of annual income from TSMC. And in 2025 this figure dropped to 17%, allowing Nvidia to overtake Apple with 19% of income generated for TSMC.
Still, Apple is a candy for Intel and Samsung. There is no doubt about that. For Intel, having Apple as a client would represent a definitive boost for its integrated circuit manufacturing division for third parties. And for Samsung to manufacture a part of Apple’s SoCs would be a very important boost that would probably allow it to attract other clients in the fight it has had with TSMC for years to dominate the cutting-edge chip manufacturing market.
Whatever Apple executives decide, it is highly unlikely that this company will abandon TSMC. This Taiwanese chipmaker has proven for years that it is perfectly capable of manufacturing cutting-edge semiconductors on a large scale and with indisputable consistency. You don’t have to prove anything, but Intel and Samsung do because it’s currently unclear whether they can reliably deliver the kind of production and scale that has made them TSMC in the dominant custom chip maker. Apple may end up outsourcing part of the manufacturing of its SoCs to Intel or Samsung, but nothing indicates that it will break its already long-standing commercial alliance with TSMC in the medium term.
Image | Apple
More information | Bloomberg
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