# Silicon

Beyond the TSMC Monopoly: Apple Courts Intel and Samsung in High-Stakes Silicon Search

Apple has initiated exploratory talks with Intel and Samsung to diversify its processor manufacturing and reduce its total dependence on TSMC. While no formal orders have been placed, the move highlights Apple's long-term strategy to mitigate supply chain risks and leverage US-based manufacturing.

NeTe2026年5月5日 07:23

#Apple#Intel#Samsung

Unrecognizable ethnic male in warm clothes with opened laptop reading book and sitting outside at wooden table in autumn day

Technology

The Price of Intelligence: Apple Grapples with Mac Shortages Amid AI Surge

Apple CEO Tim Cook has warned that Mac supply shortages will last for months as a surge in AI-related demand depletes inventory. Despite strong Q2 revenue beats, the company has been forced to raise prices on the Mac Mini to manage the strain on its silicon supply chain.

NeTe2026年5月2日 14:38

#Apple#Tim Cook#Mac Mini

Detailed close-up of a microchip on an electronic circuit board with components and connections.

Technology

AI’s Insatiable Appetite: TSMC Accelerates 2nm Expansion at Breakneck Speed

TSMC is doubling the pace of its 2nm capacity expansion to meet surging AI and HPC demand, with five fabs set to ramp up production simultaneously. The company expects first-year output for 2nm to surpass 3nm levels by 45%, signaling a rapid industry-wide shift to next-generation silicon.

NeTe2026年4月28日 01:29

#TSMC#2nm#Semiconductors