Intel shares jumped more than 9% in premarket trading after former President Donald Trump said the chipmaker would partner with Apple to design and produce semiconductors in the United States. The comment came as Trump praised Nvidia and Elon Musk's Terafab ambitions on Truth Social, sparking instant market reaction.

Intel's stock surge reflects investor optimism about a potential supply chain shift. Apple has explored using Intel and Samsung Electronics to manufacture its main processors in the U.S., a move that could reduce reliance on overseas fabs and align with U.S. manufacturing policy today.

The move could reshape the U.S. chip ecosystem, boosting local fabs and tightening supply chains for high‑end devices. Analysts note that a partnership with Apple would give Intel a steady revenue stream and signal confidence to other U.S. firms seeking domestic production in the near future.

Intel's premarket jump underscores how political signals can sway tech stocks. With the U.S. pushing for domestic chip production, firms like Intel and Apple may benefit from new incentives, but the lack of concrete terms leaves investors uncertain about timing and performance implications.