News Summary

• Apple is said to be in early discussions with Intel about making on-device processors.
• The iPhone maker is also said to have visited Samsung’s plant in Texas, which is being built.
• Apple has concerns about using technology not made by its longtime supply chain partner, Taiwan Semiconductor Manufacturing Company (TSMC) If a partnership with Intel or Samsung were inked, Apple could find a way to get around some of the recent shortages affecting technology companies.
• The need for chipsets to power AI data centers has ballooned demand and driven up component prices.