Updated
Updated · Reuters · Jun 18
Apple Partners With Intel on US Chips as Intel Shares Jump 6.5%
Updated
Updated · Reuters · Jun 18

Apple Partners With Intel on US Chips as Intel Shares Jump 6.5%

3 articles · Updated · Reuters · Jun 18

Summary

  • Trump said Apple has agreed to work with Intel to design and manufacture chips in the United States, a tie-up that would give Intel a marquee customer for its foundry business.
  • Apple is seeking more chip capacity and a broader manufacturing base beyond TSMC, whose advanced lines are heavily booked by AI chip demand from Nvidia and AMD.
  • Intel shares rose about 6.5% in premarket trading, adding to a roughly threefold gain this year after the company said its 18A manufacturing process had entered initial production.
  • The Wall Street Journal reported in May that Intel had reached a preliminary deal to make some chips for Apple after more than a year of talks.
  • The announcement fits a wider Trump administration push to localize critical semiconductor supply chains; last year Washington took a 10% Intel stake and pledged about $10 billion for U.S. factory expansion.

Insights

Can Intel's riskiest chip technology ever challenge TSMC's dominance and reshape the global supply chain?
Will bringing chip manufacturing to the US lower iPhone prices, or will consumers ultimately pay for supply chain security?