{"id":14320,"date":"2026-05-06T04:30:30","date_gmt":"2026-05-06T04:30:30","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/06\/apple-flirts-with-adding-intel-samsung-into-main-chip-supply-chain-the-daily-upside\/"},"modified":"2026-05-06T04:30:30","modified_gmt":"2026-05-06T04:30:30","slug":"apple-flirts-with-adding-intel-samsung-into-main-chip-supply-chain-the-daily-upside","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/06\/apple-flirts-with-adding-intel-samsung-into-main-chip-supply-chain-the-daily-upside\/","title":{"rendered":"Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain – The Daily Upside"},"content":{"rendered":"

Apple\u2019s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.
Sean Craig<\/a><\/a>
sean.craig@thedailyupside.com<\/a>
Two chipmakers are the new apples of Apple\u2019s eye.
The $4.1 trillion tech giant has had early-stage discussions about using Intel and Samsung as suppliers for the main processors in its devices, sources told<\/a> Bloomberg News on Tuesday, in what would be a geopolitical and supply-chain hedge against its lead supplier in Taiwan.
Apple\u2019s supply chain dependencies have turned problematic in the age of tariffs and friend-shoring. In 2025, the company ramped up<\/a> iPhone manufacturing in India by more than 50% to 55 million units, or 25% of total output, as it reduced risk from trade fisticuffs between the US and China.
Securing chips in the US from Santa Clara, California-based Intel and South Korea\u2019s Samsung, which is building an advanced chip plant in Texas,would diversify another part of Apple\u2019s supply chain away from geopolitical risk. Taiwan Semiconductor Manufacturing Co., Apple\u2019s longtime chip supplier and partner, is exposed to Beijing\u2019s \u201cone-China principle.\u201d Apple would also have a hedge against production bottlenecks<\/a> at TSMC, which have been especially onerous amid massive AI demand and highlighted the need for more suppliers. If Samsung and Intel were to become those suppliers, each would score a massive customer, adding to a hot run of deals for Intel:
Don\u2019t Hold Your Breath: <\/strong>The talks, according to sources who spoke to Bloomberg, are just that. No orders have been placed, considerations are preliminary, and Apple could well call the whole thing off. But, even with Intel\u2019s more than 100% jump last month, the mere news that it was being scouted by Apple drove its shares up 13% to a new record on Tuesday (Samsung also rose 6%).
Amazon\u2019s supply chain has a long established lane in customs clearance from China to the US, which is very appealing for potential customers. <\/a>
OpenAI’s joint venture with private equity giants will turn some 2,000 portfolio companies into potential AI adopters. <\/a>
India is home to 120 startups with valuations each topping $1 billion. High-frequency trading firm Graviton is at the center of the boom. <\/a>
The Iran War reignited demand for the US dollar as a safe haven, but that may not stop the greenback’s longer-term decline. <\/a>
The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure. <\/a>
Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion. <\/a>
The automaker posted first-quarter earnings before interest and taxes of $4.3 billion, easily beating analysts\u2019 expectations. <\/a>
Considering Ternus\u2019 timing, his first time taking the stage as CEO will likely be to introduce the next generation of iPhones this fall. <\/a>
The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year. <\/a>
The massive demand for flash memory in AI chips is creating lots of good memories for Sandisk shareholders. <\/a>
The bank says it will increase access to capital, advice and training for 10 million small businesses, up from the 7 million it serves today. <\/a>
Clear has gained a cult following of travelers who like to show up for flights five minutes before boarding. <\/a>
\u00a9 2026 The Daily Upside<\/p>\n

source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Apple\u2019s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring. Sean Craigsean.craig@thedailyupside.comTwo chipmakers are the new apples of Apple\u2019s eye.The $4.1 trillion tech giant has had early-stage discussions about using Intel and Samsung as suppliers for the main processors in its devices, sources told Bloomberg News on Tuesday, in […]<\/p>\n","protected":false},"author":1,"featured_media":14321,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":{"0":"post-14320","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-technology"},"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/14320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=14320"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/14320\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/14321"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=14320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=14320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=14320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}