Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

TL;DR: Intel is set to manufacture Apple's lowest-end M-series processor on U.S. soil by 2027 using its advanced 18AP process node, enhancing Apple's supply chain diversification and supporting U.S. manufacturing. This partnership benefits Apple's supply ...

Intel (INTC) stock surged 3.4% after Bloomberg reported Apple is exploring chip manufacturing partnerships with Intel and Samsung to diversify supply.

Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.

Global tech markets rarely run in straight lines, but every so often demand gets so distorted that the rules themselves start bending. That’s what we’re seeing in CPUs today. From cloud providers scaling AI workloads to enterprises refreshing aging server fleets,