President Donald Trump said Intel will work alongside Apple to design and produce semiconductors in the United States [1].
The move aims to boost domestic semiconductor production and reduce the reliance of the U.S. tech industry on foreign chip manufacturing [1, 5]. By aligning one of the world's largest chip designers with a major domestic manufacturer, the administration seeks to secure the national supply chain for critical hardware.
Trump made the announcement Thursday during an appearance on Bloomberg Television’s program “Bloomberg Open Interest” [1, 2]. He said that Intel will work alongside Apple to design and produce semiconductors domestically [3].
Market reaction to the news was immediate. Intel shares rose nine percent [4] after the president announced the partnership [4]. Analysts said that the prospect of a formalized design partnership with Apple provides a significant growth catalyst for the chipmaker.
Trump emphasized the scale of the potential shift in the industry during the broadcast. "This could change everything for American chip manufacturing," Trump said [6].
The partnership comes as the U.S. continues to prioritize the repatriation of high-tech manufacturing. The collaboration between Apple and Intel would represent a strategic shift in how the two companies handle the lifecycle of their silicon, moving from disparate global strategies to a unified domestic approach [1, 5].
“Intel will work alongside Apple to design and produce semiconductors domestically.”
This partnership signals a pivot toward 'economic nationalism' in the tech sector, prioritizing domestic security and supply chain resilience over the cost efficiencies of globalized manufacturing. If fully realized, it could reduce the U.S. tech sector's vulnerability to geopolitical tensions in East Asia, though it may also increase production costs for consumer electronics.
