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Apple to Source Chips from Samsung’s Texas Factory for iPhones

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Apple announced on Wednesday that Samsung Electronics will supply chips from its Austin, Texas production facility for Apple products, including iPhones. Apple stated the facility will produce chips optimized for power efficiency and performance specifically tailored to Apple devices.

The announcement accompanies Apple’s broader pledge to invest an additional $100 billion in the U.S., bringing its total domestic investment to $600 billion over four years.

Industry analysts highlight that Samsung will take over some image sensor volumes that Apple previously sourced from Sony, which manufactures its sensors exclusively in Japan. This shift diversifies Apple’s supply chain and supports the company’s strategy to localize production within the United States.

“While Sony still dominates the high-end image sensor market, Apple’s move reduces its reliance on a single vendor and bolsters U.S.-based sourcing,” said NH Investment & Securities analyst Ryu Young-ho.

Samsung recently secured a $16.5 billion contract to supply chips for Tesla, whose CEO Elon Musk confirmed that Samsung’s Texas plant will produce Tesla’s next-generation AI6 chip.

Analysts expect Samsung’s chip manufacturing business to reduce losses by winning new orders for iPhone 18 image sensors and Tesla chips in 2026, according to Kiwoom Securities’ Pak Yuak.

South Korea’s Samsung and SK Hynix Exempt from 100% U.S. Chip Tariffs

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South Korea’s top trade official, Yeo Han-koo, announced that Samsung Electronics and SK Hynix will not face the proposed 100% U.S. tariffs on semiconductor imports, benefiting from favorable tariff terms under a trade agreement between the U.S. and South Korea.

This comes after U.S. President Donald Trump indicated plans to impose steep tariffs on semiconductor imports from countries without U.S.-based production commitments. However, companies with active or planned manufacturing facilities in the U.S. would be exempt.

Samsung has invested in two chip fabrication plants in Texas, located in Austin and Taylor, while SK Hynix plans to build an advanced chip packaging and AI R&D facility in Indiana. Analysts suggest that Samsung’s broader U.S. investments and its inclusion in Apple’s supply chain give it a stronger exemption position compared to SK Hynix, whose packaging plant alone might not fully qualify for tariff relief.

Apple recently confirmed that Samsung’s Texas plant will supply chips for its iPhones and other products, further strengthening Samsung’s U.S. manufacturing footprint. Following these developments, Samsung’s shares rose 2.6%, while SK Hynix’s shares gained 0.6%, mirroring broader market trends.

Neither company commented on the tariff discussion.

Australia’s eSafety Commissioner Criticizes YouTube, Apple for Failing to Address Child Abuse Material

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Australia’s internet safety regulator, the eSafety Commissioner, released a report on Wednesday accusing major social media platforms, notably YouTube and Apple, of “turning a blind eye” to online child sexual abuse material (CSAM). The watchdog highlighted YouTube’s unresponsiveness to inquiries and its failure to track user reports and response times related to CSAM.

The report found that YouTube, along with Apple, could not provide data on the number of user reports about child abuse content or the speed of their responses. The Australian government recently decided to include YouTube in its groundbreaking ban on social media use for teenagers, reversing an earlier exemption based on the Commissioner’s advice.

Julie Inman Grant, eSafety Commissioner, stated that these companies fail to prioritize child protection and are allowing serious crimes to occur unchecked on their platforms. She emphasized that no other consumer-facing industry would be permitted to operate while enabling such crimes.

In response, a Google spokesperson clarified that eSafety’s criticisms were based on reporting metrics rather than overall safety performance, noting that YouTube proactively removes over 99% of abuse content before it is flagged or viewed.

The report also assessed other platforms, including Meta (Facebook, Instagram, Threads), Apple, Discord, Microsoft, Skype, Snap, and WhatsApp, finding “safety deficiencies” such as failures to detect or block livestreaming of abuse content, inadequate reporting mechanisms, and inconsistent use of hash-matching technology to identify known abuse images.

Despite warnings in prior years, some companies have not sufficiently addressed these gaps. The report specifically noted that Apple and YouTube did not disclose how many trust and safety staff they employ or detailed information about user reports on child abuse content.