Intel shares jumped 10 % after Trump’s statement about a chip‑manufacturing deal for Apple

Short summary

* Intel shares rose about 10 % after Trump announced a potential partnership with Apple.

* According to the *Wall Street Journal*, both companies have already reached a preliminary agreement: Intel will manufacture chips for the iPhone.

* Analysts believe that initially it will involve small volumes and less critical components.

* The event occurred amid announcements of new Intel projects – supplying 3 million TPUs to Google, Nvidia’s interest in Intel technologies, and launching experimental production with the 18A‑P process.

* These steps are part of a broader reorganization under Lip‑Bu Tan, continuing Pete Gelsinger’s work: cutting costs and attracting external customers.

1. Why the shares surged
- Trump’s announcement

On social media, the U.S. president mentioned that Apple agreed to work with Intel on developing and producing its own processors. This immediately sparked excitement among investors.

- Confirmation from *WSJ*

The publication reported that both companies have already agreed on a preliminary deal: Intel will manufacture chips for the iPhone.

2. What exactly they plan to do
- Analyst assessment

Stacy Rasgon (Bernstein) speculated that initially it would involve “small production volumes, less critical components.”
She noted that Intel will first prove its reliability and then could secure larger orders.

- History of cooperation

Apple previously used Intel chips in laptops and desktop PCs but later abandoned them in favor of its own processors. The situation is now changing.

3. Related events
Event What happened TPU for Google Intel agreed to produce 3 million tensor processing units (TPU). Nvidia interest Company is considering using Intel’s capacity to manufacture its own chips. Experimental production launch of the 18A‑P process, a step toward mass production.
These news confirm Intel’s strategy to expand its customer base and strengthen its position in AI.

4. Why it matters now
- AI boom

Demand for central processors is rising due to AI development, especially for agent systems (digital assistants) that require CPU power and embedded NPUs.

- Limited TSMC capacity

The Taiwanese giant cannot meet all orders. Therefore companies without their own fabs look for alternatives, such as Intel.

5. Financial results
- Intel shares have risen more than 250 % since the beginning of the year and almost doubled—500 % over the last 12 months, reflecting successful implementation of its reorganization strategy and growing demand for its products.

Conclusion:

The partnership with Apple became a key event that accelerated Intel’s share growth. This is supported by several strategic initiatives: new projects for Google and Nvidia, launch of new technology processes, and active work to attract external customers. All this has helped strengthen Intel’s position in the rapidly evolving AI and microprocessor sector.