Intel Stock Soars 11.5% on Apple Deal Rumors: Is This the Comeback Story of 2025?
Intel’s stock exploded by 11.5% in a single day following rumors of a revived partnership with Apple, marking a potential turnaround for the chipmaker. Analysts speculate the deal could involve Intel’s cutting-edge 18A process (sub-2nm) to produce 15–20 million chips annually for Apple’s budget devices like the MacBook Air and iPads by 2027. With shares up 79% year-to-date, investors are betting big on Intel’s transformation—but skeptics warn the valuation may already price in perfection. Here’s the breakdown of what’s fueling the frenzy and whether the rally has legs. --- ### Why Is Intel Suddenly Back in Apple’s Good Graces?
Just two years after Apple ditched Intel for its in-house M-series chips, the tech giants are reportedly in advanced talks to reunite. Ming-Chi Kuo, the analyst who broke the story, claims Apple’s motivation is clear: reducing reliance on TSMC, whose Taiwan-based fabs pose geopolitical risks. Intel’s U.S. and EU factories offer a safer alternative—and a chance for Apple to diversify its supply chain ahead of potential trade wars. A signed NDA (non-disclosure agreement) suggests the collaboration is further along than many expected.
--- ### The Deal’s Make-or-Break DetailsKey terms leaked so far: - Process: Intel’s 18A node (aiming to outperform TSMC’s 2nm). - Volume: 15–20 million chips/year, targeting 2027 rollout. - Products: Likely entry-level MacBooks and iPads, not Pro models. If Intel nails the yield rates, this could validate its “fab-for-hire” strategy. But miss the timeline, and the stock’s 2025 gains might evaporate faster than you can say “supply chain bottleneck.”
--- ### Intel’s Stock: Rally or Mirage?Friday’s surge to €35.16/share caps a wild year for Intel bulls. Government subsidies (like the CHIPS Act) and strategic investments from Nvidia and SoftBank have stabilized the balance sheet. Q3 margins also improved, but critics argue the stock’s 79% YTD run assumes flawless execution. “Intel’s trading like it’s already won the 2nm race,” warns one hedge fund manager. “One delay, and this becomes a ‘sell the news’ event.”
--- ### The 2026 Litmus TestAll eyes are on early 2026, when Intel must prove its 18A process meets Apple’s brutal quality standards. Success could open floodgates with other clients; failure might send shares back to the €20s. For now, traders are riding the hype—but as one BTCC analyst quipped, “In semiconductors, hope isn’t a strategy.”
--- ### FAQ: Intel-Apple Deal RumorsQuick Takeaways
What’s driving Intel’s stock price surge?
Reports of a potential Apple deal using Intel’s 18A chips, plus broader Optimism about its turnaround plan.
How reliable is Ming-Chi Kuo’s leak?
Kuo has a strong track record on Apple scoops, but neither company has confirmed the talks.
Should I buy Intel stock now?
*This article does not constitute investment advice.* While the momentum is strong, valuations assume near-perfect execution. Consider waiting for Q4 earnings on January 25.
