Apple partnered with Intel on June 19, 2026, to design and manufacture chips within the United States. The move aims to diversify Apple's supply chain and reduce its heavy reliance on TSMC.
Intel’s foundry business gains a significant boost in its effort to compete at the leading edge of semiconductor manufacturing. US government onshoring initiatives strengthen Intel’s position as a competitive threat to TSMC’s market dominance.
The partnership creates uncertainty regarding the future volume of Apple’s orders with TSMC. Meanwhile, TSMC continues its own US expansion, including a 10-year advanced packaging deal with Amkor in Arizona.