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The iPhone maker and U.S. silicon giant will work together on chips for Apple devices. The Trump administration pushed for the deal.
Reports from The Wall Street Journal say Apple and Intel have reached a preliminary agreement for Intel to manufacture some chips used in Apple devices. The companies reportedly spent more than a year negotiating the arrangement, though neither side has officially confirmed details yet.
A few key takeaways:
Apple would still continue working with TSMC, but this could diversify its supply chain and reduce dependence on a single manufacturer.
It’s not yet clear whether Intel would make chips for iPhones, Macs, AI servers, or other Apple hardware.
The deal would be a major win for Intel Foundry, Intel’s contract-manufacturing business, which has struggled to compete with TSMC and Samsung in recent years.
The U.S. government reportedly encouraged the partnership as part of broader efforts to expand domestic semiconductor manufacturing.
The market reaction was immediate:
Intel shares jumped roughly 15–19% after the report.
Apple stock rose modestly as investors viewed the move as improving supply-chain resilience.
What makes this especially notable is the history between the companies. Apple spent years moving Macs away from Intel CPUs toward its own Apple Silicon chips starting in 2020. This new arrangement would not mean Apple is returning to Intel-designed processors — instead, Intel would act as a manufacturing partner for Apple-designed chips.
Industry discussion online is already speculating that Intel’s upcoming 14A process node could eventually produce lower-end or future Apple silicon chips, though that remains unconfirmed.
