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# Evening Scan
- URL: https://adjacent.media/scan/2026-05-05-pm/
- Published: 2026-05-05T23:05:00.000Z
- Updated: 2026-05-05T23:05:00.000Z
- Description: Apple’s chip-sourcing talks with Intel and Samsung dominated the day — a recognition that TSMC dependence carries real risk. The Musk-OpenAI trial produced fresh surprises, and a chip industry figure emerged that warrants attention.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Apple's chip-sourcing talks with Intel and Samsung dominated the day — a recognition that TSMC dependence carries real risk. The Musk-OpenAI trial produced fresh surprises, and a chip industry figure emerged that warrants attention.

> **79.2%** — Year-over-year growth in global chip sales for March 2026 alone. *(Semiconductor Industry Association)*

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#### [Apple Explores Intel and Samsung for US Chipmaking](https://www.bloomberg.com/news/articles/2026-05-05/apple-explores-using-intel-and-samsung-to-build-main-device-chips-in-the-us?ref=adjacent.media)

Early-stage and exploratory, but Apple executives visiting Samsung's Texas plant suggests this moves beyond a press gesture. *(Bloomberg)*

#### [Global Chip Sales Hit $298.5B in Q1 2026](https://www.semiconductors.org/global-semiconductor-sales-increase-25-from-q4-2025-to-q1-2026/?ref=adjacent.media)

March chip sales rose 79.2% year-over-year, driven largely by AI infrastructure demand. *(Semiconductor Industry Association)*

#### [What Matters at the Musk-OpenAI Trial](https://open.substack.com/pub/garymarcus/p/what-matters-or-should-matter-at)

Greg Brockman's diary became a courtroom exhibit this week — a sentence that reads differently than it would have two years ago. *(Marcus on AI)*