Apple-Intel Foundry Speculation Lifts Glass-Substrate Stocks After Earlier Chip Talks
Glass-substrate-related stocks rallied after renewed focus on Apple’s reported interest in Intel Foundry prompted speculation that the company could also use glass substrates. The move adds a new market angle to earlier reporting that Apple had held exploratory discussions with Intel and Samsung about producing the main processors for its devices in the US.
Those talks were presented as a potential secondary manufacturing option beyond Taiwan Semiconductor Manufacturing Co. and remained preliminary, with no orders reported. The latest rally reflected investor bets tied to Intel’s position in glass substrates, rather than any confirmed Apple decision to adopt the technology.
From the sources (23 posts)
@negligible_cap*APPLE EXPLORES USING INTEL, SAMSUNG TO BUILD DEVICE PROCESSORS $AAPL in talks to use $INTC and Samsung, potentially moving away from $TSM. Apple has pretty much exclusively used TSMC for chips for the last decade plus. Trump probably ha
@businessApple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices, a move that would offer a secondary option beyond longtime partner TSMC
@markgurmanNEW: Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices, a move that would offer a secondary option beyond longtime partner TSMC. I don't expect anything imminent. https://t.c
@yoolimleenewsRT @markgurman: NEW: Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices, a…
@firstadopterOh. "Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices" $INTC
@businessEXCLUSIVE: Apple has held exploratory talks for Intel and Samsung to build the chips powering its devices, giving it options beyond TSMC
@stocksavvyshay$AAPL is exploring $INTC as a potential manufacturing partner for its main device processors. The move would give Apple foundry optionality beyond $TSM and reduce reliance on a single supplier.
@jukan05Whoa! BBG: Apple is considering using Samsung Foundry and Intel Foundry.
@dnystedtRT @business: EXCLUSIVE: Apple has held exploratory talks for Intel and Samsung to build the chips powering its devices, giving it options…
@rtodiApple is in early talks with Intel and Samsung to manufacture its flagship A- and M-series chips, aiming to reduce reliance on TSMC, who has been an exclusive foundry for them.
@jukan05It also means Intel’s EMIB has received customer orders, right? Otherwise, there would be no reason for them to expand capacity.
@reutersApple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports
@wallstengineApple has held early talks with Intel $INTC and Samsung about making its main device processors in the U.S. as a backup to TSMC. No orders have been placed, but $AAPL is exploring extra supply as AI data center demand and stronger Mac sal
@aaronwei3nRT @jukan05: It also means Intel’s EMIB has received customer orders, right? Otherwise, there would be no reason for them to expand capacit…
@zephyr_z9RT @sssjeffpu: Re #AAPL Apple’s chips at Intel We’ve highlighted this Dec 2025 As said, we believe it is reasonab…
@zephyr_z9RT @paurooteri: Intel and Samsung are likely to struggle if they try to replicate TSMC’s InFO technology. In particular, the process is fa…
@zephyr_z9Less to do with derisking, more to do with Apple not getting enough capacity at TSMC Btw, they are outsourcing lower end SKUs
@businessChange is in the air at the company that Steve Jobs built. This one involves TSMC, Intel and Samsung Electronics: Here is your Evening Briefing.
@bloombergtvApple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US — offering a secondary option beyond longtime partner TSMC @markgurman explains https://t
@businessApple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US — offering a secondary option beyond longtime partner TSMC @markgurman explains https://t
@stockmktnewzApple $AAPL has held exploratory discussions about using Intel $INTC and Samsung to produce the main processors for its devices - Bloomberg
@reutersApple holds talks with Intel, Samsung for US chipmaking, Bloomberg News reports
@jukan05@aleabitoreddit Apple is reportedly considering Intel Foundry → Intel is a leader in glass substrates → Could Apple also use glass substrates? → Glass substrate sector rallies.