Apple to work with Intel on US chip design and manufacturing, Trump says - digitimes

Former US President Donald Trump claimed on June 18 that Apple has agreed to collaborate with Intel on chip design and manufacturing in the United States. This announcement, made through Trump's Truth... Read original →

If Apple and Intel genuinely advance joint chip development in the U.S., the technical ripple effects will extend far beyond consumer devices: integrating Apple’s 3nm/2nm custom architectures onto Intel’s 18A or more advanced nodes could accelerate U.S. autonomy in HPC and AI inference chips, forcing a rebuild of EDA toolchains, advanced packaging, and domestic materials supply. While aligning with CHIPS Act incentives, this move inflates R&D costs—especially during yield ramp—and reduces flexibility from proven foundry ecosystems like TSMC. Competitively, TSMC may fast-track its Arizona Phase II to retain Apple, while Samsung could deepen ties with Qualcomm and Google. Over the next 12–24 months, even limited implementation would seed a U.S. design-manufacturing loop, yet likely remain confined to select dual-use chips, unable to displace the reality that over 70% of advanced logic capacity remains anchored in Taiwan, China.