President Trump announced that Apple has agreed to work with Intel to design and manufacture chips in the United States. The news caused Intel shares to surge about 10%. This arrangement, stemming from earlier preliminary talks, is aimed at boosting domestic semiconductor manufacturing and diversifying Apple's global supply chain. [1, 2, 3, 4, 5]
Key Details of the Reported Deal:
- The Announcement: President Trump posted on Truth Social that Apple is partnering with Intel, following intensive, multi-year talks regarding U.S.-based chip production. Neither Apple nor Intel have officially confirmed the news, though markets reacted positively to the statement. [1, 2, 3]
- Manufacturing and Capacity: Apple currently relies almost exclusively on TSMC in Taiwan for its processor designs. This deal would help Apple alleviate some of that concentration risk and secure additional chip capacity. [1, 2, 3]
- Which Chips: Industry analysts believe the partnership will likely focus on mature or lower-end Apple silicon (such as entry-level M-series processors for iPads or base-model Macs) rather than the highly advanced chips slated for premium iPhones. [1, 2]
- Intel's Foundry Push: This news follows Intel's recent progress report on its advanced 18A-P manufacturing process. Securing a marquee customer like Apple represents a massive vote of confidence for Intel's ongoing efforts to rebuild its contract manufacturing business. [1, 2, 3]
- Government Backing: The U.S. government holds a significant 10% equity stake in Intel, which was formalized in 2025. The administration has been actively encouraging tech leaders like Apple, Nvidia, and SpaceX to work with Intel. [1, 2, 3]
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