$INTC more than doubled in April, best month in their history on the Nasdaq. Apple chip deal news just dropped this week pushing it to 110. The deal makes more sense now than it ever has.
Apple's entire chip supply runs through TSMC in Taiwan, one company on one geopolitically sensitive island. Add the Iran war disrupting global shipping, Trump tariffs that can appear with zero warning on any given Tuesday, and suddenly domestic chip manufacturing goes from a nice idea to a necessity. Intel has the US fabs and I don't think the timing is a coincidence.
Is this a real supply chain shift or does it fade when geopolitical pressure eases?
Is Intel's rally actually sustainable or is this a geopolitical spike?
byu/navskii instocks
Posted by navskii
4 Comments
Intel, Terafab, Musk. Research 😉
No
Intel fabs in Israel look really good right now.
USA never has and never will produce cheaper hardware than China and Taiwan.
If Apple produces the chips in USA the iPhone will cost $5000. Good luck selling this!
Trump is delusional to think that China will not counter this. China managed to reduce the car production so heavily you have brand new cars with top equipment for $40K. They will reduce the chip cost as-well.