Apple and Intel to Build Chips in US? Trump Confirms Landmark Semiconductor Partnership - Open Magazine

Former U.S. President Donald Trump announced on Truth Social that Apple will partner with Intel to design and manufacture chips domestically, marking a significant shift in the global semiconductor la... Read original →

If Apple and Intel truly co-develop 3nm-class fabs in the U.S., it will force a deep reconfiguration of the semiconductor tech stack—EUV tool allocation, 18A-P process integration, and AI chip design flows must all be rebuilt. While this bolsters U.S. supply chain sovereignty, compliance costs soar: Intel Foundry Services lacks proven high-volume yield credibility, and shifting from Taiwan, China’s mature nodes could raise Apple’s BOM by over 15%. TSMC will likely accelerate its Arizona Phase 2 expansion and lock in NVIDIA and Tesla to offset Apple risk; Samsung may pitch advanced Korean packaging as an alternative. Over the next 18 months, subsidy battles will intensify—but the real test is whether Intel achieves High-NA EUV volume production by 2027. Without it, the 'domestic loop' remains political theater.