Apple may end its biggest chip partnership, and why the ‘reason’ is Nvidia

2026-02-02 - 11:05

Apple is exploring Intel for chip manufacturing, potentially ending its decade-long exclusive partnership with TSMC. This shift comes as AI chip demand propels Nvidia to become TSMC's largest customer, impacting Apple's access to advanced 3-nanometer production. Memory suppliers are also demanding higher prices, adding to Apple's supply chain challenges.