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Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet (
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). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products.
While Google continues to use its TPUs internally, it's
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Apple Inc. (NASDAQ:AAPL) is exploring potential partnerships with Intel Corp. (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (OTC:SSNLF) to manufacture its processors in the United States, according to a report.
The talks are part of the company’s effort to diversify its chip supply chain beyond its reliance on Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), according to a Bloomberg repor
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Apple looks beyond TSMC to make iPhone and Mac chips
BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026
NEWS
Intel-inside Macs and iPhone could make a comeback!?!
Photo: D. Griffin Jones/Cult of Mac
Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services.
TSMC currently makes all of Appl
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AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS
Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC
Marcus Mendes
| May 4 2026 - 8:45 pm PT
2 Comments
Bloomberg reports that Appl
2026-05-05
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digitimes.com
2026-05-05
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.
2026-05-05
digitimes.com
2026-05-05
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.
2026-05-05
digitimes.com
2026-05-05
Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.
2026-05-05
digitimes.com
2026-05-05
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.
2026-05-05
digitimes.com
2026-05-05
The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.