Intel shares jumped 14% Tuesday to a new all-time high following reports that Apple is in talks with Intel and Samsung to manufacture processors for its devices in the United States. The potential shift would mark a significant change from Apple’s long-standing reliance on Taiwan Semiconductor Manufacturing Company.
The surge caps a strong run for Intel, which has rebounded sharply amid rising demand for AI infrastructure. The company’s stock more than doubled in April and has climbed over 330% since the U.S. government took a minority stake last year. CEO Lip-Bu Tan recently described CPUs as an “indispensable foundation” of the AI era, reflecting renewed investor confidence in Intel’s core business.
The rally has also been supported by strategic moves, including expanded partnerships with Google and involvement in Elon Musk-backed initiatives, alongside plans to repurchase a major fabrication facility in Ireland. Investment from Nvidia further bolstered sentiment around Intel’s turnaround.
While the reported discussions with Apple remain unconfirmed, they signal potential shifts in global semiconductor supply chains, particularly toward domestic manufacturing. The developments underscore how AI demand and geopolitical considerations are reshaping partnerships across the chip industry.
Intel’s resurgence highlights a broader revaluation of semiconductor companies as investors reassess their roles in supporting next-generation computing infrastructure.
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