Apple may end its biggest chip partnership that started with iPhone 6, and why the ‘reason’ is Nvidia – The Times of India

Apple is exploring chip suppliers beyond Taiwan Semiconductor Manufacturing Co. for the first time since 2014, a move that could end the most important partnership in consumer electronics. The iPhone maker is evaluating whether companies like Intel could manufacture some of its lower-end processors, potentially starting in 2028 using Intel’s 14A process, according to The Wall Street Journal.The shift marks a dramatic reversal for Apple, which has relied exclusively on TSMC since the iPhone 6. That partnership helped Apple leap ahead of rivals with cutting-edge chips that delivered better performance and battery life. TSMC built successive generations of its most advanced manufacturing processes with Apple as the lead customer, relying on predictable iPhone demand to justify massive factory investments.Now Nvidia has reportedly overtaken Apple as TSMC’s largest customer, claiming a bigger share of advanced node capacity for AI chips. TSMC’s high-performance computing segment—dominated by AI processors for Nvidia and cloud giants—now accounts for 58% of revenue, far surpassing the smartphone business that Apple…