Apple to Shift Chip Design to U.S. with Intel Collaboration and 18A-P Rollout
AAPL•Apple has agreed to collaborate with Intel to design and produce chips in the U.S., aiming to diversify its manufacturing away from TSMC’s facilities. The preliminary pact follows over a year of talks and coincides with Intel’s launch of its 18A-P process and a 10% stake plus $10 billion U.S. factory investment.
1. Partnership Details
President Donald Trump said Apple has agreed to partner with Intel on in-house chip design and production in the U.S., following more than a year of negotiations that remain preliminary with no specific chip families disclosed.
2. Strategic Rationale
Apple’s move aims to reduce reliance on TSMC’s heavily utilized foundries, diversify manufacturing capacity and mitigate supply chain risks amid surging AI-driven demand for advanced semiconductors.
3. Intel Capacity Boost
Intel recently entered initial production of its cutting-edge 18A-P manufacturing process and benefits from a roughly 10% government stake and a $10 billion investment push to expand U.S. chipmaking facilities.
