Trump announces that Intel will produce chips for Apple, marking a significant victory for U.S. manufacturing.

      Intel Foundry may have secured its most significant customer to date

      Intel’s efforts to rejuvenate its chipmaking division may have attracted its largest client yet. On Thursday, U.S. President Donald Trump announced that Apple has agreed to collaborate with Intel to design and manufacture chips within the United States, a partnership that could greatly advance Intel’s foundry objectives.

      This announcement was expected, as previous reports indicated that Apple and Intel had been in discussions about a manufacturing collaboration for over a year and had already commenced joint work on certain chip production projects.

      A significant customer acquisition for Intel

      Trump revealed the agreement in a post on Truth Social but did not clarify which specific Apple chips Intel would produce. He stated that this agreement is part of his administration’s initiative to bolster domestic chip manufacturing and support Intel's recovery.

      Securing Apple would represent a major milestone for Intel Foundry. The company has invested years in attracting prominent technology clients and demonstrating its ability to compete with leading manufacturers like TSMC.

      The Trump administration has also made substantial investments in Intel’s future. Last year, the U.S. government acquired a 10% stake in the company and announced plans to invest around $10 billion to aid in the construction and expansion of semiconductor manufacturing facilities in the country.

      Neither Intel nor Apple has officially confirmed the partnership, and both companies have remained silent regarding Trump’s assertions.

      Intel

      Intel’s foundry initiative is beginning to show progress

      Recent developments indicate that Intel’s manufacturing plans might finally be gaining traction. The company recently announced that its 18A-P manufacturing process has entered the risk production phase, a crucial step before commencing large-scale manufacturing. Additionally, Intel has secured Tesla as a prospective client for its 14A process, and reports suggest that Nvidia might utilize Intel Foundry technology for some of its products later in the decade.

      An agreement with Apple would greatly enhance those efforts. Obtaining one of the largest chip purchasers globally would help validate Intel’s manufacturing strategy and strengthen its competitive stance as it seeks additional foundry clients. With TSMC experiencing high demand for advanced manufacturing capabilities and imposing elevated prices for access to its top-of-the-line processes, Intel has the chance to position itself as a viable alternative for major chip designers.