Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

Fiona Craig

Tue, May 5, 2026 astatine 5:29 AM CDT 1 min read

Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) implicit the imaginable accumulation of halfway processors for its devices, according to a Bloomberg study citing sources acquainted with the matter.

The reported talks travel arsenic the iPhone shaper looks to broaden its supplier basal beyond long-standing spouse Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM).

Market Reaction

Intel shares climbed 3.3% successful U.S. premarket trading pursuing the news, portion Samsung Electronics ended the time astatine a grounds precocious of KRW232,500, up 5.4%.

Early-Stage Discussions

The conversations are inactive successful their archetypal signifier and bespeak Apple’s volition to trim dependence connected a azygous shaper for its custom-designed chips, which powerfulness products specified arsenic iPhones, iPads and Macs.

Bloomberg reported that Apple has approached Intel regarding the imaginable usage of its foundry capabilities. In addition, Apple executives person visited Samsung’s caller semiconductor fabrication installation presently nether operation successful Texas.

Potential Strategic Shift

Any determination to diversify suppliers would correspond a notable displacement successful Apple’s proviso concatenation approach, though nary definitive decisions person been reached astatine this stage, the study noted.

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