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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
2026-05-05
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2026-05-05
Benzinga
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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2026-05-05
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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
asia.nikkei.com
2026-05-05
Nikkei Asia
2026-05-05
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2026-05-05
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2026-05-05
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
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.
2026-05-05
digitimes.com
2026-05-05
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.
2026-05-05
digitimes.com
2026-05-05
The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data
2026-05-05
digitimes.com
2026-05-05
Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve, according to PC supply-chain sources.