We already know that Apple has been looking to diversify its supply chain and production operations outside of China for some time now. Although it appears that the company is apparently also planning to diversify its chip source as well, moving away from Taiwan.
According to a Bloomberg report, the Cupertino based giant is seeking to diversify its chip chip production out of Taiwan. Reportedly, Tim Cook, CEO of Apple has stated in an internal meeting that the brand has “already made a decision to be buying out of a plant in Arizona.” In other words, its looking to even acquire chips from US based fabs, which are set to begin production sometime in 2024. This means that the iPhone maker will have a new chip source in just around 2 years.
Apart from the Arizona based fab, the company is supposedly eyeing semiconductor manufacturers that are based in Europe as well. For those unaware, Apple has its proprietary M series of PC chips for MacBooks and iPhone’s A series of mobile processors produced by the Taiwan Semiconductor Manufacturing Company, which is the world’s largest contract chipmaker. As the name suggests, this means that most of its fabs are located in Taiwan, although it even has an advanced facility being built in Arizona.
So it appears that TSMC might be the supplier from Arizona. However, the firm isn’t the only company setting up a fab plant in Arizona. The US government recently passed a legislation to invest over 50 billion US Dollars in domestic semiconductor production. Intel has also stated that it has plans on making chips for other companies from its semiconductor manufacturing sites. Keep in mind that this is still an unconfirmed report so take this news with a pinch of salt for now.
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