Trump just dropped: $AAPL teaming up with $INTC to design AND manufacture chips on US soil.
This isn't just reshoring theater—if Apple's actually moving meaningful chip production to Intel fabs, that's a massive shift in supply chain dynamics.
Watch $INTC for potential re-rating if this deal has real volume behind it. Apple's scale could validate Intel's foundry play that's been bleeding cash.
US semiconductor sovereignty narrative heating up. Tariff pressures working exactly as intended.
This isn't just reshoring theater—if Apple's actually moving meaningful chip production to Intel fabs, that's a massive shift in supply chain dynamics.
Watch $INTC for potential re-rating if this deal has real volume behind it. Apple's scale could validate Intel's foundry play that's been bleeding cash.
US semiconductor sovereignty narrative heating up. Tariff pressures working exactly as intended.