Apple Intel Samsung US Chip Manufacturing: What Intel's 11.81% Surge Really Signals

# Apple Intel Samsung US Chip Manufacturing: What Intel's 11.81% Surge Really Signals

> **Quick answer:** Bloomberg reported on May 5, 2026 that Apple held early-stage talks with Intel and Samsung about making its main device chips on US soil. Intel surged up to 14% on the news — its biggest single-day move in months. No orders exist yet, and Apple has serious concerns about both companies' ability to match TSMC's scale.

Apple is quietly renegotiating its semiconductor future. The Bloomberg exclusive confirmed what the chip industry has long suspected: Apple is no longer comfortable with a single point of failure in Taiwan, and it is testing whether Intel and Samsung can become credible US fallback options.

## What Bloomberg Reported — and the Critical Caveat

Apple held early-stage discussions with Intel about foundry services. Apple executives also made site visits to Samsung's facility under construction in Taylor, Texas, which is expected to produce advanced chips.

The critical caveat: **no orders have been placed**. Apple itself acknowledged that it is "concerned that Intel and Samsung can't reliably offer the type of production and scale" that TSMC provides. Apple produces hundreds of millions of chips annually — A-series for iPhone, M-series for Mac, custom silicon for Vision Pro. TSMC's Phoenix, Arizona fab is already slated to manufacture approximately 100 million chips for Apple in 2026 on its most advanced 3nm processes. Neither Intel nor Samsung is close to that output for a customer at Apple's scale.