Flash: Apple and Intel in shock alliance! Rumored that Intel will manufacture chips for Apple, stock price soars 14% to hit a record high

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A major reshuffle in the semiconductor market! According to a latest report by The Wall Street Journal, Apple has reached a preliminary agreement with its former partner Intel, under which Intel will manufacture chips for some Apple devices. Stimulated by this historic order, Intel ($INTC) stock surged 14% in a single day, breaking through its all-time high. (Previous coverage: Intel (INTC) stock soared 11% to a 52-week high! Market cap surpassed $530 billion) (Background: Is TSMC's exclusive status at risk? Apple reportedly in secret talks with Intel and scouting Samsung's Texas plant to diversify A/M series chip supply risks) The semiconductor industry has witnessed a historic and shocking moment! Tech giant Apple and chip manufacturer Intel, after years of going their separate ways, appear to be preparing to join forces again in a brand-new form. According to the renowned financial analysis account The Kobeissi Letter (@KobeissiLetter) citing a breaking report from The Wall Street Journal (WSJ) today (9th), Apple and Intel have reached a highly significant "preliminary agreement." BREAKING: Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, per WSJ. Intel stock, $INTC, surges another +14% to its highest level on record. pic.twitter.com/fXmePUKDPm — The Kobeissi Letter (@KobeissiLetter) May 8, 2026 Former rivals become clients: Intel secures Apple foundry order The report indicates that under this preliminary agreement, Intel will manufacture chips for some Apple devices in the future. This means that Intel's transformation strategy, actively promoted in recent years as Intel Foundry Services (IFS), has successfully secured the world's most iconic tech super-client. Looking back at history, Apple announced in 2020 that it would abandon Intel processors and fully transition to its self-developed Apple Silicon (M-series and A-series chips) based on the ARM architecture, while relying heavily on TSMC's advanced process foundry for a long time. Now, Intel's reentry into the Apple supply chain as a "foundry" has undoubtedly dropped a bombshell on the global wafer foundry landscape. Market in a frenzy! INTC stock soars 14% to hit an all-time high As soon as the news of this "deal of the century" broke, it immediately triggered a massive celebration on Wall Street. Investors are extremely optimistic about the potential of Intel's future revenue and foundry business, pushing Intel stock ($INTC) to surge over 14% during the session, with the share price strongly refreshing its All-Time High. Market analysts believe that Apple's willingness to entrust some chip orders to Intel is not only an affirmation of Intel's new-generation process yields and capacity, but also aligns with Apple's macro strategy in recent years to actively seek "supply chain diversification" and reduce geopolitical risks. Currently, neither Apple nor Intel has provided further details on the specific terms of this preliminary agreement (such as foundry process nodes or the types of devices covered), and investors are closely watching how this partnership will shake up the global tech hardware competitive landscape.

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