Bloomberg Intelligence Apple Weighs Using Intel, Samsung to Build Device Processors
May 5, 2026
Diksha Gera, fintech and payments analyst focused on PayPal’s turnaround. Paul Gulberg, equity analyst covering Coinbase’s cuts and AI shifts. Geetha Ranganathan, media analyst tracking Paramount-Skydance and the WBD transaction. They discuss Apple’s talks with Intel and Samsung on chip manufacturing. They cover workforce reductions at Coinbase and PayPal. They review Paramount-Skydance’s financials and merger risks.
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Apple Exploring US Chip Partners To Reduce Taiwan Risk
- Apple is exploring Intel and Samsung as U.S. fabs to reduce dependence on TSMC and Taiwan concentration risks.
- Caroline Hyde notes TSMC makes ~90% of chips and Apple is insulating its supply chain by visiting Samsung and Intel fabs in the U.S.
US Fab Buildout Is Strategic And Slow
- Building U.S. fabrication is a long-term political and supply-chain play rather than a quick fix for Mac shortages.
- Caroline Hyde explains Intel and Samsung are expanding U.S. fabs (Ohio, Texas, Arizona) but capacity and ramp timelines remain lengthy.
Paramount Skydance Beats But Faces Heavy Debt And Execution Risk
- Paramount Skydance reported beat quarters and streaming profitability inflection driven by UFC deals, yet stock fell on execution and balance-sheet concerns.
- Geetha Ranganathan highlights $250m adjusted EBITDA and worries about $80bn pro forma debt and required $6bn synergies.