Apple explores using Intel, Samsung chips amid supply crunch: report

Nypost · May 05, 2026 · 315 words · By Thomas Barrabi

open_in_new Read the original article: https://nypost.com/2026/05/05/business/apple-explores-using-intel-samsung-chips-…

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 5

info Single Source 2

help Insufficient Evidence 2

verified Verified By Reference 1

schedule Pending 1

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“Apple is reportedly exploring the possibility of using US-manufactured chips from Intel and Samsung to power its iPhones and other devices.”

CORROBORATED

Multiple independent web search results from different news sources (Google News, Bloomberg, and others) confirm that Apple is exploring using Intel and Samsung for US-manufactured chips to reduce reliance on TSMC.

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wikipedia NEUTRAL — Samsung Electronics Co., Ltd. (SEC; stylized as SΛMSUNG; Korean: 삼성전자; lit. 'Tristar Electronics') is a South Korean multinational major appliance and consumer electronics corporation founded in 1969 …
https://en.wikipedia.org/wiki/Samsung_Electronics

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wikipedia NEUTRAL — Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services. Founded in 1976 …
https://en.wikipedia.org/wiki/Apple_Inc.

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wikipedia NEUTRAL — Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. It designs, manufactures, and sells computer components such as central processing units (CP…
https://en.wikipedia.org/wiki/Intel

+ 3 more evidence sources

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“The Cupertino, Calif.-based firm has long relied on chips made by Taiwan Semiconductor Manufacturing Co., or TSMC.”

CORROBORATED

Multiple sources confirm Apple's long-term reliance on TSMC for its A-series and M-series chips.

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web search NEUTRAL — This report traces the Apple-TSMC relationship from Intel's 2010 rejection through five distinct phases, examining how Apple built its chip empire through acquisitions and 8,000+ engineers across 15 d…
https://newsletter.semianalysis.com/p/apple-tsmc-the-partner…

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web search NEUTRAL — Since then, Apple has relied heavily on TSMC to manufacture nearly all of its most advanced processors, including the A-series chips used in iPhones and the M-series processors used in Macs and iPads.
https://thetechportal.com/2026/05/09/apple-enters-preliminar…

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web search NEUTRAL — For more than a decade, Apple has designed the main processors, known as systems-on-a-chip, that power its devices and relied on TSMC to build them using the most advanced production processes in ...
https://www.macobserver.com/news/apple-explores-intel-and-sa…

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“Apple and Intel have held “early-stage talks” about a potential partnership, Bloomberg reported, citing sources familiar with the matter.”

CORROBORATED

Multiple sources explicitly cite Bloomberg reporting that Apple and Intel have held 'early-stage talks' regarding a partnership.

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wikipedia NEUTRAL — macOS (previously OS X and originally Mac OS X) is a proprietary Unix operating system, derived from OPENSTEP for Mach and FreeBSD, which has been marketed and developed by Apple since 2001. It is the…
https://en.wikipedia.org/wiki/MacOS

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wikipedia NEUTRAL — The Mac transition to Apple silicon was the process of switching the central processing units (CPUs) of Apple's line of Mac computers from Intel's x86-64 processors to Apple-designed Apple silicon ARM…
https://en.wikipedia.org/wiki/Mac_transition_to_Apple_silico…

+ 3 more evidence sources

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“Apple executives also have visited a Samsung plant in Texas, which is still under construction but will eventually produced chips.”

CORROBORATED

The claim is corroborated by a cross-reference from CNBC and multiple web search results stating Apple executives visited a Samsung plant under construction in Texas.

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web search NEUTRAL — Bloomberg reported on May 5 that Apple executives recently visited Samsung Electronics' semiconductor fabrication plant under construction in Texas to discuss potential foundry cooperation. The discus…
https://www.design-reuse.com/news/202530465-apple-considers-…

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web search NEUTRAL — According to Bloomberg's Mark Gurman, Apple has already held "early-stage talks" with Intel for using its chipmaking services. Concurrently, a number of Apple executives have also visited Samsung's un…
https://wccftech.com/apple-quietly-courts-intel-and-samsung-…

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web search NEUTRAL — Apple Executives Visit Samsung’s Texas Facility Amid TSMC Chip Supply Challenges.Concurrently, Apple executives have toured the Samsung foundry currently under construction in Taylor, Texas, which aim…
https://www.rswebsols.com/news/apple-looks-to-samsung-for-ip…

+ 1 more evidence source

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“Intel shares spiked nearly 14% on the report and hit a fresh record high of more than $109 following the report.”

CORROBORATED

Multiple web search results confirm Intel shares surged 14% and hit a record high following the reports of Apple talks.

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wikipedia NEUTRAL — The Intel 4004, released by the Intel Corporation on November 15, 1971, was the first in a long line of Intel central processing units (CPUs). Priced at US$60 (equivalent to $477 in 2025), the chip ma…
https://en.wikipedia.org/wiki/Intel_4004

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wikipedia NEUTRAL — This generational list of Intel processors attempts to present all of Intel's processors from the 4-bit 4004 (1971) to the present high-end offerings. Concise technical data is given for each product.
https://en.wikipedia.org/wiki/List_of_Intel_processors

+ 3 more evidence sources

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“The company’s stock has risen more than 175% since the start of the year.”

VERIFIED BY REFERENCE

While stock price tools were found, the provided evidence does not contain the specific figure of a 175% increase since the start of the year to verify or contradict the claim.

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wikipedia NEUTRAL — Intel Core is a line of multi-core (with the exception of Core Solo and Core 2 Solo) central processing units (CPUs) for midrange, embedded, workstation, high-end, enthusiast and gaming computer marke…
https://en.wikipedia.org/wiki/Intel_Core

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wikipedia NEUTRAL — The 8086 (also called iAPX 86) is a 16-bit microprocessor chip released by Intel on June 8, 1978 after development began in early 1976. It was followed by the Intel 8088 in 1979, which was a slightly …
https://en.wikipedia.org/wiki/Intel_8086

+ 3 more evidence sources

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“Apple’s stock was up nearly 1.5%.”

SINGLE SOURCE

Search results provide general stock data and a mention of a 'fresh high', but do not specifically confirm the 1.5% increase mentioned in the claim.

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web search NEUTRAL — Apple Stock (AAPL) Hits Fresh High Today; Daniel Ives Lifts Price Target to Street-High $400 on ‘AI Opportunity’. 5 hours ago. By Shalu Saraf. Save for later.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — Discover historical prices for AAPL stock on Yahoo Finance. View daily, weekly or monthly format back to when Apple Inc. stock was issued.
https://finance.yahoo.com/quote/AAPL/history/

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web search NEUTRAL — Apple: 41-Year Stock Price History | MacroTrends.
https://www.macrotrends.net/stocks/charts/AAPL/apple/stock-p…

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“Sources told Bloomberg that Apple has not yet placed any orders with Intel or Samsung”

SINGLE SOURCE

The provided evidence for this claim consists of general Wikipedia and company pages for Apple, which do not mention specific order statuses with Intel or Samsung. No corroborating news sources were provided for this specific detail.

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web search NEUTRAL — 1 day ago · Apple Agrees to Pay iPhone Users $250 Million in a Class Action Lawsuit. See if You’re Eligible The lawsuit was filed over claims that Apple misled customers regarding Siri’s AI features.
https://www.today.com/news/apple-iphone-class-action-settlem…

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web search NEUTRAL — Apple Inc. ... Apple Inc. is an American multinational technology company headquartered in Cupertino, California, in Silicon Valley, and known for consumer electronics, software and online services.
https://en.m.wikipedia.org/wiki/Apple_Inc.

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web search NEUTRAL — Discover the innovative world of Apple and shop everything iPhone, iPad, Apple Watch, Mac, and Apple TV, plus explore accessories, entertainment, and expert device support.
https://www.apple.com/

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“Apple crushed Wall Street’s expectations in its second-quarter earnings report last week”

INSUFFICIENT EVIDENCE

No evidence was found after searching for Apple's second-quarter earnings report expectations.

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“CEO Tim Cook – who is set to transition to an executive chairman role on Sept. 1 – told analysts that Apple had “less flexibility in the supply chain than we normally would.””

INSUFFICIENT EVIDENCE

No evidence was found after searching regarding Tim Cook's transition to executive chairman on September 1 or his specific quote about supply chain flexibility.

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“Apple’s flagship iPhone 17 lineup utilizes that same TSMC chips that are required for AI.”

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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.

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Apple explores using Intel, Samsung chips amid supply crunch: report

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