DISCLAIMER: GoldInvestors.news is not a registered investment, legal or tax advisor or broker/dealer. All investment/financial opinions expressed by GoldInvestors.news are from the personal research and experience of the owner of the site and are intended as educational material. Although best efforts are made to ensure that all information is accurate and up to date, occasionally unintended errors and misprints may occur.

Intel shares surged Thursday after former President Donald Trump announced that the tech giant had struck a partnership with Apple to design and manufacture semiconductors in the United States.

The move marks a dramatic shift for the chip industry, which has for years relied heavily on overseas manufacturing, particularly in Taiwan and South Korea.

The announcement sent Intel’s stock more than 7% higher on the day, adding to a rally that has seen the company climb an astonishing 464% over the past 12 months.

Apple stock edged slightly higher in premarket trading, hinting that investors are viewing the domestic chip-making shift as a strategic win for both companies.

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Trump, posting on Truth Social, did not hold back in his criticism of past administrations. “Stupid Presidents took our Economy for granted, and let Taiwan and others steal our Semiconductor Factories,” he wrote.

“Apple has agreed to work with Intel to design and build its Chips in America.” The former president’s message carried his familiar economic nationalism, tapping into growing frustration over America’s dependence on foreign technology production.

For Intel, the partnership marks its return to the global semiconductor powerhouse status it once held.

After years of delayed product launches and manufacturing setbacks, Intel had ceded much of its market dominance to rivals like TSMC, Samsung, and Nvidia. Now, under CEO Lip-Bu Tan, the company appears to be staging a remarkable comeback.

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Tan, who took over as Intel’s chief executive last year, has secured major investments from Nvidia and renewed support from Washington.

Trump’s announcement suggests that the administration is actively bolstering Intel’s foundry ambitions as part of a larger push to reindustrialize America’s high-tech manufacturing sector.

“I decided to help Intel because we need to design and build our Chips right here in America,” Trump wrote.

He went on to describe additional plans, noting that “Nvidia agreed to build their first level Chips with Intel,” and that “Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel’s Technology team.”

This proposed “TerraFab” project represents a massive development for Intel’s foundry business, which until recently had focused primarily on producing chips for its own products.

Expanding into large-scale third-party manufacturing could put Intel in direct competition with TSMC and serve as a cornerstone in rebuilding the U.S. semiconductor base.

The geopolitical implications are significant. With tensions mounting in the Taiwan Strait, supply chain disruptions looming, and conflict in the Middle East straining global trade, bringing chip manufacturing stateside has gained renewed urgency.

The partnership between Intel and Apple could signal a wider realignment of the tech landscape, one that prioritizes domestic production over low-cost offshore fabrication.

Analysts say that Trump’s public endorsement of Intel’s resurgence is more than political theater—it could accelerate private capital investment and government incentives for domestic chip fabrication. Investors have taken notice, pushing semiconductor stocks broadly higher.

The Nasdaq PHLX Semiconductor Index, which tracks the largest 30 publicly traded U.S. chip companies, is up 90% year-to-date.

Intel’s market capitalization has now surpassed $600 billion, underscoring just how dramatically investor sentiment has turned.

Only a year ago, the company was considered a laggard in the AI revolution, struggling to keep pace as Nvidia and AMD dominated the conversation. Now, Intel’s newfound focus on AI-capable chip design and domestic manufacturing has reignited Wall Street’s confidence.

For Apple, the partnership offers more control over its supply chain. While the company has long depended on Asian partners for chip production, recent disruptions have shown the risks of such dependence.

Aligning with Intel within the U.S. provides not only strategic redundancy but also political cover at a time when both parties in Washington are demanding more onshore manufacturing.

Market observers suggest that Thursday’s rally in Intel stock is also fueled by the broader AI-driven enthusiasm sweeping through Wall Street. Investors are positioning heavily into companies tied to next-generation semiconductor fabrication, data processing, and computing infrastructure.

With Intel emerging as a revitalized player backed by both industry and government support, its turnaround narrative has struck a chord with market participants.

Still, questions remain about execution. Intel’s foundry ambitions are capital-intensive and dependent on sustained innovation—a challenge for a company that is still rebuilding after years of technical missteps.

Yet Trump’s direct involvement and explicit push for an American resurgence in chips have given the company a political tailwind rarely seen in modern corporate history.

If the Apple partnership delivers as promised, Intel could soon reclaim its title as America’s technological linchpin.

Investors, meanwhile, seem ready to bet that this time, the future of chip manufacturing may truly be made in the USA.

DISCLAIMER: GoldInvestors.news is not a registered investment, legal or tax advisor or broker/dealer. All investment/financial opinions expressed by GoldInvestors.news are from the personal research and experience of the owner of the site and are intended as educational material. Although best efforts are made to ensure that all information is accurate and up to date, occasionally unintended errors and misprints may occur.