Apple and Intel will collaborate on chip production, as announced by Donald Trump on his social media platform Truth Social. In his post, he stated that “Apple has agreed to partner with Intel in the development and manufacturing of its chips within America.”
“The technology that the entire world relies on was invented in America. We all remember ‘Intel Inside.’ Foolish presidents took our economy for granted and allowed Taiwan and other nations to steal our semiconductor factories. They neglected to protect our industries with tariffs. When I won my second presidential term (actually, my third!), it became evident that America needs its semiconductor industry to return to the U.S. We design everything, but production must happen here and now! That’s why I decided to support Intel, because we need to design and build our chips right here in America. Initially, we helped bring in Nvidia, and they agreed to produce their top-tier chips in collaboration with Intel. Then Elon agreed to establish his own TerraFab, the world’s largest chip manufacturing plant, developed jointly with Intel’s technology team. Finally, Apple agreed to work with Intel on designing and manufacturing its chips in America. We decided to assist Intel in exchange for 10% of their shares. Is that too much or too little? When we made our offer, they were valued at around $100 billion. Now they’re worth over $600 billion! In nine months, their value surged by more than half a trillion dollars. America’s stake now exceeds $60 billion,” Trump wrote.
Apple’s primary manufacturing partner is Taiwan’s TSMC, making a potential shift to Intel unexpected. It’s possible that preliminary agreements between the companies were reached as early as May, though no official confirmation has been provided yet.
Reports indicate that Apple is exploring the use of Intel’s 18A-P process technology to produce some future M-series chips, which could debut in 2027. There are also discussions about manufacturing certain versions of the A22 processors for iPhones at Intel’s facilities.
According to insiders, Apple has already received tools from Intel to assess the capabilities of the 18A-P process. Additionally, Intel’s EMIB packaging technology might be employed in the company’s future specialized AI chips.
Collaborating with Intel would allow Apple to reduce reliance on a single manufacturer and make its supply chain more adaptable. However, all discussions about joint production remain speculative for now—neither Apple nor Intel has officially confirmed the existence of any agreements.
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