Trump: Apple will cooperate with Intel to produce chips in the United States.
US President Trump announced that Apple and Intel have reached a partnership to jointly design and manufacture chips in the United States. This move is the latest progress in the Trump administration’s strategy to bring the semiconductor supply chain back to the US, and will have a profound impact on the business landscape of both companies.
On Thursday, Trump posted on Truth Social, stating, Apple has agreed to cooperate with Intel to design and produce chips within the United States. This statement formally brings the Apple-Intel partnership to the forefront.
This cooperation carries important strategic significance for both companies. For Apple, working with Intel helps to diversify its manufacturing risks, which are heavily dependent on TSMC; for Intel, obtaining stable orders from Apple, one of the world’s largest consumer electronics companies, will boost its foundry business’s market reputation and accelerate its efforts to catch up in manufacturing, which in recent years has lagged behind TSMC.
Apple seeks to reduce dependence on TSMC
Apple currently relies heavily on TSMC for chip manufacturing, while TSMC’s advanced capacity faces fierce competition from AI chip makers such as Nvidia and AMD. Cooperation with Intel provides Apple with a feasible path to expand chip production capacity domestically in the US.
According to the Wall Street Journal in May this year, after more than a year of negotiations, Intel has reached a preliminary agreement with Apple to contract manufacture some chips. Trump’s public statement further confirms this direction in cooperation.
Government holds shares in Intel, supply chain strategy continues
Earlier this week, Intel announced that its next-generation manufacturing technology, 18A, has entered the initial mass production phase, and the company noted strong demand for its CPUs. With the addition of Apple’s orders, Intel’s foundry business gains endorsement from a top-tier client, which will help rebuild market confidence in its competition with TSMC.
Last year, the Trump administration already acquired a 10% stake in Intel and announced plans to invest about $10 billion in building or expanding factories in the US. Trump previously stated that once the value of the government’s Intel shares grows beyond $50 billion, he “should have asked for more shares.”
Promoting Apple’s cooperation with Intel is part of a series of measures by the Trump administration, such as investing in companies, strengthening critical minerals and semiconductor supply chain security, and reducing dependence on China. This illustrates the White House’s continued pressure in semiconductor industry policy.
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