Apple's orders ignite a surge in "domestic chip foundry" trades! Intel (INTC.US) rises from an AI underdog to a "national-level computing power cornerstone"

In the view of the institution, this cooperation model, based purely on domestic U.S. foundry operations, is considered a win-win situation for both Apple and Intel—Apple gains supply chain security, a backup of advanced chip production capacity, and a strategic buffer to reduce dependence on TSMC's capacity; while Intel receives reputational endorsement for its chip foundry business from a top client like Apple, along with the benefits of U.S. semiconductor reshoring policies.