President Donald Trump announced Wednesday evening on Truth Social that Apple has signed a preliminary agreement with Intel to design and manufacture chips in the United States. The statement sent Intel shares up roughly 6.5 percent in premarket trading and opened a new chapter in Washington's industrial policy on semiconductors.

According to [Reuters](https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html), the Trump administration invested approximately $10 billion in Intel over the past year and holds a stake now valued at more than $50 billion, following the conversion of federal subsidies into equity. For Apple, the deal offers a way to diversify part of its dependence on TSMC in Taiwan, whose advanced fabs face growing demand for artificial intelligence chips from Nvidia and AMD. For Intel, it marks the second major customer for its foundry business so far this year, after a similar agreement with Nvidia announced months earlier.

[Business Standard](https://www.business-standard.com/technology/tech-news/apple-agrees-to-work-with-intel-to-manufacture-chips-in-us-says-trump-126061800360_1.html) reported that Intel's stock has gained nearly three times its value year-to-date in 2026, driven by federal backing and a growing contract portfolio. Neither Apple nor Intel officially confirmed the deal outside of trading hours, though both companies have been in discussions for more than a year, according to [The Wall Street Journal](https://www.tomshardware.com/tech-industry/trump-says-apple-agreed-to-build-chips-with-intel) as cited by Tom's Hardware. The arrangement is part of a broader White House strategy that has this year added similar announcements with Nvidia and Tesla to anchor advanced production on American soil, supported by the CHIPS Act, industrial subsidies, and tariff pressure on Asian supply chains.

The signal for Latin America is direct: the competitive landscape for semiconductor nearshoring is being redrawn by a Washington that now acts as a shareholder in the reference manufacturer. Mexico, which aspires to assemble and package components under USMCA, enters the July 1 commercial review with an industrial playing field governed by new rules.

Frequently Asked Questions

What stake does the U.S. government hold in Intel following the Apple deal in June 2026?

The Trump administration invested approximately $10 billion in Intel and holds a stake valued at more than $50 billion, according to Reuters, after federal subsidies were converted into shares of the manufacturer.

How much did Intel's stock rise after the Apple deal announcement on June 18, 2026?

Intel shares advanced roughly 6.5 percent in premarket trading following the Truth Social announcement, accumulating a gain of nearly triple their value so far in 2026, according to Business Standard.

Why is Apple seeking to diversify away from TSMC with the deal announced with Intel in June 2026?

Apple is seeking to diversify its production beyond TSMC in Taiwan, whose advanced fabs are becoming saturated by demand from Nvidia and AMD for artificial intelligence chips, according to Reuters' report published on June 17.

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