Apple Avoids Chip Tariffs via Intel Foundry

rohanpaul_ai · x · 2026-07-11

Reportedly, following pressure from the White House, Apple secured a 100% semiconductor tariff exemption at the cost of shifting more production to Intel's US factories.

The article mentions that Trump and Lutnick tied these exemptions to larger domestic US investments and Intel's manufacturing commitments. Intel will fabricate some of Apple's in-house chips, rather than replacing Apple's custom chip architecture. The collaboration could cover future Mac and iPhone components, though specific models were not disclosed.

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