Exclusive / Intel, Apple were in talks for months about chip deal claimed by Trump
Apple is reportedly partnering with Intel to increase manufacturing capacity and diversify its supply chain. Analysts suggest advanced chips will take two to three years to produce. The move follows Washington's announcement regarding domestic chipmaking efforts.
What changed
New reports specify the production timeline, the role of TSMC's capacity limits, and the strategic goals of the partnership.
Live updates
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Apple and Intel Chip Partnership Faces Years-Long Production Timeline
confidence 70%Apple is reportedly partnering with Intel to increase manufacturing capacity and diversify its supply chain. Analysts suggest advanced chips will take two to three years to produce. The move follows Washington's announcement regarding domestic chipmaking efforts.
What's confirmed:
- Washington announced the Apple and Intel chip deal last week.
- Analysts state advanced Intel chips will take two to three years to make.
- Neither Apple nor Intel has formally announced the deal.
Still unconfirmed:
- Intel secured the partnership using its 18A process.
- The move is driven by TSMC's inability to meet surging AI demand.
- Nvidia invested $5 billion in Intel at the request of Donald Trump.
- Intel's foundry turnaround is under CEO Lip-Bu Tan.
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Trump Announces Apple and Intel US Chip Partnership
confidence 100%President Donald Trump stated on Thursday that Apple agreed to collaborate with Intel. The partnership focuses on the design and production of chips within the United States. Both companies have not issued public statements regarding the deal.
What's confirmed:
- President Donald Trump announced that Apple agreed to work with Intel on designing and producing chips in the U.S.
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Trump Announces Apple and Intel Deal for US Chip Production
confidence 80%President Donald Trump stated that Apple agreed to work with Intel to design and build chips in the United States. Intel's stock price rose following the announcement. Neither Apple nor Intel has publicly discussed the agreement.
What's confirmed:
- President Donald Trump announced that Apple will work with Intel to design and build chips in the U.S.
- Intel stock rose after the announcement.
Still unconfirmed:
- iPhone prices will increase.
- Intel sold a 10 percent stake to the U.S. government last year.
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Trump Announces Apple and Intel Chip Partnership in U.S.
confidence 90%President Donald Trump stated on June 18 that Intel and Apple have reached a deal to design and produce computer chips in the United States. The announcement caused Intel's stock price to surge. Tim Cook also mentioned that iPhone prices will increase.
What's confirmed:
- President Donald Trump stated on June 18 that Intel and Apple struck a deal to produce computer chips in the United States.
- Intel stock prices rose following Trump's announcement of the Apple partnership.
- Trump stated on Truth Social that Apple agreed to work with Intel to design and build chips in America.
- Tim Cook stated that iPhone prices will rise.
Still unconfirmed:
- Apple and Intel were in talks for months regarding the deal.
- Apple will use the Intel 18A-P process for lower-end chips only.
- The government plans to help Intel in exchange for 10% shares.
- Intel shares surged by 9%, 10.5%, or 11%.