Apple, Intel Announce Domestic Chip Partnership as Intel Shares Jump 9%
AAPL•President Trump announced that Apple will partner with Intel to design and build chips domestically, diversifying supply chains away from TSMC due to capacity constraints. Intel shares jumped 8.9% premarket as its 18A-P process enters risk production with 9% higher performance and 18% lower power consumption.
1. Deal Announcement
President Trump announced that Apple has agreed to collaborate with Intel on designing and manufacturing chips in the U.S., marking a significant shift from Apple’s reliance on Taiwan Semiconductor Manufacturing for its semiconductor needs.
2. Supply Chain Shift
Apple’s move addresses capacity bottlenecks at TSMC and aligns with broader efforts to bring critical chip production back to the U.S., potentially reducing geopolitical and logistical risks.
3. Intel Technical Advances
Intel has advanced its 18A-P manufacturing process into risk production, touting a 9% boost in performance at equivalent power and an 18% reduction in power consumption compared to its previous 18A node.
4. Confirmation and Outlook
Neither company has issued formal confirmation or detailed terms, leaving investors to await official disclosures before treating this collaboration as a guaranteed revenue stream or long-term supply commitment.
