Apple to Make Chips in US with Intel, Trump Says
5 hours ago
- #Apple-Intel Partnership
- #Supply Chain Diversification
- #Chip Manufacturing
- Apple will partner with Intel to manufacture some of its chips in the United States, as announced by President Trump, causing Intel's stock to rise 9%.
- The deal, reportedly a preliminary agreement, involves Intel manufacturing processors for Apple devices based on Apple's chip designs, similar to TSMC's current role.
- Apple previously used Intel chips for Macs but switched to designing its own Arm-based chips, manufactured by TSMC, to avoid delays.
- Intel, under new CEO Lip-Bu Tan, is improving its chip manufacturing, with stock surging 464% in a year and receiving U.S. government investment.
- Apple seeks to diversify its supply chain beyond TSMC, its sole Apple silicon manufacturer, due to chip shortages affecting iPhone 17 production.
- Increased demand for AI servers from TSMC reduces capacity for consumer chips, weakening Apple's ability to secure production slots.