President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could significantly strengthen domestic semiconductor production and reduce reliance on overseas suppliers.
In a post on Truth Social, Trump said Apple had agreed to work with Intel on future chip development and manufacturing operations within the United States. The announcement marks a major milestone in Washington’s efforts to expand domestic technology production and secure critical supply chains.
The partnership would provide Apple with additional manufacturing capacity as demand for advanced semiconductors continues to surge. The technology giant currently relies heavily on Taiwan Semiconductor Manufacturing Company (TSMC), whose cutting-edge facilities are increasingly occupied by artificial intelligence chip orders from companies such as Nvidia and AMD.
Investors reacted positively to the news, sending Intel shares up approximately 6.5% in premarket trading. The company’s stock has already surged roughly threefold this year amid growing optimism about its manufacturing business and government-backed expansion plans.
Reports earlier this year indicated that Apple and Intel had been engaged in discussions for more than a year regarding a potential manufacturing agreement. According to previous reports, Intel reached a preliminary understanding to produce certain chips for Apple, laying the groundwork for a broader strategic partnership.
Neither Apple nor Intel immediately commented on the announcement outside normal business hours.
For Intel, securing Apple as a customer would represent a significant boost to its contract manufacturing ambitions. The company has spent years attempting to regain competitiveness against TSMC, which dominates the global market for advanced semiconductor production.
A long-term agreement with Apple would not only provide Intel with a steady stream of demand from one of the world’s largest consumer electronics companies but could also enhance confidence in Intel’s foundry business as it seeks to attract additional customers.
The development comes shortly after Intel announced that its next-generation 18A manufacturing technology has entered initial production. The company has stated that demand for its processors and manufacturing services remains strong as the semiconductor industry experiences unprecedented growth driven by artificial intelligence applications.
The potential Apple-Intel collaboration also aligns with broader U.S. government efforts to strengthen domestic semiconductor manufacturing. Last year, the Trump administration acquired a 10% stake in Intel and announced plans to invest approximately $10 billion in the company to support the construction and expansion of American chip manufacturing facilities.
Trump has repeatedly emphasized the importance of rebuilding U.S. technology production capabilities and reducing dependence on foreign suppliers, particularly in sectors considered critical to national security and economic competitiveness.
The administration has also expanded initiatives aimed at securing supply chains for semiconductors and critical minerals, including direct investments and equity stakes in strategic companies.
If finalized, the Apple-Intel partnership could become one of the most significant semiconductor agreements in recent years, helping reshape the U.S. technology manufacturing landscape while supporting Apple’s efforts to diversify its chip production network.