Donald Trump posted on Truth Social that Apple has agreed to partner with Intel to design and build chips in America. The move follows months of speculation that Apple would seek an alternative to TSMC amid a global semiconductor crunch. Trump’s endorsement signals a renewed push for domestic production for the tech industry’s stability.

Test production of the older M‑series and non‑Pro iPhone chips began in May 2026, with full‑scale manufacturing slated for mid‑2027. Intel will not supply the upcoming iPhone 18 Pro Max or the next‑generation M5 line, which remain locked to TSMC’s 2‑nanometer process. The partnership focuses on legacy devices and lower‑tier models for the broader consumer market.

Intel shares leapt 8.8% in pre‑market trading, while Apple ticked up 0.6% after the announcement. Analysts view the deal as a strategic hedge against supply chain risk and a political win for Trump’s manufacturing agenda. The agreement also underscores the widening gap between Apple’s premium product line and its older hardware in the competitive tech arena.

Consumers may see a shift as Apple relies on Intel for older tablets and laptops, potentially raising prices to cover higher component costs. The partnership could delay the launch of newer silicon for flagship devices, tightening the window for updates. Ultimately, the deal positions Intel as a key player in a market that has depended on Taiwanese fabs.