Apple and Intel reportedly strike chip manufacturing deal in major industry shift

Apple and Intel have reportedly reached an agreement for Intel to manufacture chips used in Apple devices, a development that would mark a significant shift in the semiconductor landscape. The deal would position Intel's foundry business as a supplier to one of the world's most demanding chip customers — a validation of Intel's push to compete with TSMC for premium silicon contracts.

For Apple, the move could signal a desire to diversify its manufacturing base beyond its deep reliance on TSMC, which currently produces the vast majority of Apple's custom silicon. Bringing Intel into the supply chain introduces redundancy and potential leverage in contract negotiations.

The broader implications extend to the US semiconductor industry: an Apple-Intel manufacturing relationship would represent one of the most high-profile wins for domestic chip production since the CHIPS Act began…