Apple and Intel Reach Preliminary Chip Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy AAPL?
Source: Newsfilter
- Chip Manufacturing Partnership: Apple and Intel have reached a preliminary agreement for Intel to manufacture some chips for Apple devices, marking a significant vote of confidence for Intel's foundry business and potentially reshaping the chip manufacturing landscape.
- Positive Market Reaction: Following the news of the agreement, Intel's shares surged nearly 14%, while Apple's stock rose by 2%, indicating optimistic market expectations and reflecting investor confidence in Intel's recovery.
- Capacity Expansion Plans: Intel's chip fabrication plant in Arizona is now in high-volume production of its most advanced 18A node chips, with plans to introduce the next-generation 18A-P node as early as next year, further enhancing capacity to meet soaring demand.
- Increased Industry Competition: The collaboration between Apple and Intel may impact TSMC, which is currently operating at full capacity; however, Intel's rise could alter the competitive landscape, prompting TSMC to adjust its strategies in response to new competition.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 287.440
Low
239.00
Averages
306.89
High
350.00
Current: 287.440
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Expanding User Base: With 2.5 billion active users, the revamped Siri is expected to further enhance user engagement and attract more customers to its devices, thereby driving long-term business growth.
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- Strategic Partnerships: Intel reached a preliminary agreement with Apple to manufacture some chips, enhancing its credibility in the high-end market, while a $5 billion investment from Nvidia further solidifies its position in custom data center CPUs.
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- Market Opportunities: With individual investors increasing allocations to alternative investments and a global real estate recovery underway, Brookfield anticipates leveraging these catalysts to drive strong earnings growth in the coming years.
See More
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See More
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- Strong Data Center and AI Segment: The company's data center and AI segment achieved a remarkable 22% year-over-year growth in Q1, with revenue reaching $5.1 billion, sharply accelerating from 9% growth in Q4 2025, highlighting the driving demand for AI technologies.
- Deepening Strategic Partnerships: Intel reached a preliminary chip manufacturing agreement with Apple and became a strategic partner in Elon Musk's Terafab project, enhancing its market position and demonstrating competitiveness in high-end chip manufacturing.
- Profitability Discrepancies: Despite Intel's stock soaring nearly 500% over the past year, its adjusted gross margin stands at only 41%, significantly lower than Nvidia's 75%, revealing a substantial profitability gap that investors should carefully consider when evaluating future growth potential.
See More
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- Expanding User Base: With 2.5 billion active users, Apple's market share and user loyalty are expected to further increase with the launch of the iPhone 17, enhancing its competitive edge in the tech industry.
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See More
