Apple to work with Intel on US chip design and production, Trump says - Fox Business

President Donald Trump announced on Truth Social that Apple has agreed to collaborate with Intel on designing and producing chips in the United States, marking a significant step in the U.S. governmen... Read original →

This Trump-era initiative reframes semiconductor globalization through a national security lens. If Apple shifts even a fraction of its 3nm-class designs to Intel’s 18A-P node, it will force rapid EUV deployment in U.S. fabs—but yield ramp and cost economics remain precarious. While Apple’s supply chain compliance costs surge, its overreliance on Taiwan, China-based foundries diminishes. TSMC will likely accelerate Arizona Phase II expansion to counter potential order erosion, while NVIDIA and AMD may deepen ties with Samsung Foundry to avoid being hostage to U.S. political timelines in the AI chip race. Over the next 18 months, U.S. fab subsidies will intensify, yet the technology gap persists: even with Apple’s backing, Intel cannot match TSMC’s N3P power efficiency in high-performance computing. The true long-tail impact? Global chip designers must now maintain politically sanctioned redundant capacity—at the expense of efficiency—to secure market access.