IBM's Chip Woes Weigh on Apple

[Mac Reporter]

The problem -- IBM isn't getting enough working chips out of each semiconductor wafer that goes through the manufacturing process at its East Fishkill, New York, chip plant -- may also be straining the relationship between Apple and IBM, analysts said.

It also raised the question again, often asked, of when and whether Apple might turn to a chip supplier like Intel Corp. or Advanced Micro Devices Inc. <AMD.N>.

International Business Machines Corp.'s <IBM.N> snag prompted Apple <AAPL.O> to take the highly unusual move earlier this month of saying that its next-generation iMac desktop computer -- which it hadn't even announced yet -- would be delayed by about a month.

"We are extremely unhappy with these events," said Peter Oppenheimer, Apple's chief financial officer on a conference call earlier this week to discuss quarterly results.

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