Intel Shares Soar 14% on Apple Deal, Big Gains for Australians
Synopsis
Intel shares have surged after reports Apple is close to a deal that could see Intel manufacture chips for future devices. The potential agreement is being viewed as a major breakthrough for Intel’s once-struggling foundry business and a significant shift in the global semiconductor industry. Intel stock has already climbed more than 200 per cent this year, delivering major gains for investors worldwide, including Australians backing the company earlier in 2026. Analysts say the deal could reduce Apple’s reliance on Taiwan Semiconductor Manufacturing Co. as demand for advanced AI chips continues growing rapidly across global technology markets.
Intel shares surged 14% after reports emerged that Apple is nearing a deal that would allow Intel to produce some of the chips for upcoming devices, a turnaround in the global semiconductor business.
Key Highlights
- Intel shares rallied almost 14% Friday
- Intel’s stock price is now more than 200% this year
- Apple nears early chip pact with Intel (Reuters)
- The deal would decrease Apple’s dependence on TSMC
- Intel’s Arizona chip plant is now in high-volume production
Apple and Intel are Reportedly Nearing a Major Chip Deal
Apple and Intel could soon be entering into an agreement for the manufacture of some chips inside Apple devices, sending Intel shares soaring almost 14%. The deal, reportedly in the works for more than a year, would represent a significant shift for Apple, which relies largely on Taiwan Semiconductor Manufacturing Co. (TSMC) to make its top chips. Shares of Apple also rose nearly 2% with the report.
What The Deal Would Mean for the Chip Business
If confirmed to proceed, the deal would mark a major victory for Intel after years of trying to carve out market share in manufacturing chips from global giants such as TSMC and Samsung. Intel is now producing chips in high volumes at its new chip fabrication facility located in Arizona taking advantage of its advanced 18A manufacturing process.
Analysts also believe that Apple is likely to utilise Intel’s upcoming 18A-P technology, which is thought to debut starting next year. It would also allow Apple to ensure an additional supply of chips amid the ongoing rise in demand from various players in terms of AI-related semiconductors.
What This Means For Investors In Australia
Intel stock has more than tripled in value so far in 2026, making it one of the biggest comeback stories in global tech markets. Australians who invested earlier this year would have seen major gains. A A$10,000 investment in Intel at the start of 2026 would now be worth more than A$30,000 before currency movements and trading costs. Analysts say the reported Apple talks are being viewed as a major vote of confidence in Intel’s long-running manufacturing turnaround.
The move also demonstrates how the intensifying AI and semiconductor push is being waged globally, with all the likes of Apple, Nvidia, Amazon, Samsung and Intel after limited advanced chipmaking capacity.
FAQs
- Why did Intel stocks jump?
Intel's stock jumped after plans were revealed which may involve Apple using Intel to build future chips.
- Intel stock has gained how much this year?
In 2026, shares of Intel will have +200%.
- How does this have an effect on Australian investors?
Aussies with Intel stock this year will have seen big wins on the back of a rapidly rising share price for the company.
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