A few days ago, reports emerged that Apple is currently in early discussions with Intel and Samsung to expand parts of TSMC’s chip production to one or both suppliers. Whether this involves additional quotas was not revealed – although there was only talk of smaller performance levels or slightly older chips anyway. The news at least caused enthusiasm on the stock market. Intel in particular benefited: the share price rose by up to 15 percent and reached new highs after the past few weeks had already been very successful. Since the chip manufacturer has not been able to throw around any success stories in recent years, the possible Apple order is seen as an important liberation. For Intel, Apple would be particularly important as a foundry customer because it would support Intel’s claim to be seen again as a serious contract manufacturer alongside TSMC and Samsung.
Samsung with record value – not just because of Apple
Samsung also benefited from the positive environment for chip manufacturers, but the significant price movement cannot be attributed solely to Apple. The stock recently rose sharply and caused Samsung’s stock market value to temporarily climb above the $1 trillion mark – although Apple’s alleged interest was certainly taken as a sign of trust. Even if the quantities were only moderate, the collaboration could definitely be seen as a gain in prestige. Ten years ago, however, Apple separated from Samsung as a chip manufacturer and has only purchased new chips from TSMC since autumn 2016.
However, nothing is dry
However: Bloomberg clearly stated in the report that these are nothing more than early talks, without any agreement having been signed yet. In addition, Apple is not convinced that Samsung and/or Intel offer comparable reliability (see article). At the same time, however, one would like to weaken the complete dependence on TSMC, especially since the quotas of the previously exclusive partner have largely been exhausted.
