Apple is reportedly collaborating with Intel to produce some of its chips in the United States, as announced by President Trump. Following this announcement, Intel’s stock saw a significant rise of 9 percent in premarket trading, while Apple’s shares increased by 0.6 percent. Although neither company has officially confirmed the partnership, reports suggest that Intel will manufacture processors for Apple devices. This would mark a shift from Apple’s current reliance on TSMC for chip production. Historically, Apple used Intel-designed chips before transitioning to its own Arm-based designs. The potential collaboration comes amid efforts by Intel’s CEO, Lip-Bu Tan, to revitalize its manufacturing capabilities, reflected in a substantial increase in Intel’s stock value over the past year. The U.S. government has also invested in Intel, converting previous grants into equity. Apple is seeking to diversify its supply chain, as its current sole manufacturer, TSMC, faces capacity constraints due to high demand for AI servers. This situation has affected Apple’s ability to secure necessary chips, impacting the supply of its latest iPhone models.
previous post

