Washington, DC – Intel continues to show strong signs of recovery, bolstered by the Trump administration. The administration has encouraged strategic partnerships between the company and several technology giants,
including Apple, Nvidia, and SpaceX, as part of efforts to strengthen the US semiconductor industry.
Government support and strategic partnerships
The Wall Street Journal reported that President Donald Trump and Commerce Secretary Howard Lutenick
urged Apple CEO Tim Cook to utilize Intel’s factories during discussions regarding tariffs on semiconductor imports.
According to the report, Apple subsequently received an exemption
from the tariffs after pledging to expand its investments within the United States.
The company plans to manufacture some of the chips used in Macs and iPhones at Intel’s facilities.
Investments that boost recovery
The report indicated that the US administration converted $9 billion in federal grants into a 10% equity stake in Intel.
This made the US government the company’s largest shareholder,
reflecting unprecedented support for the technology sector.
Nvidia also invested approximately $5 billion in Intel. In turn, SoftBank injected an additional $2 billion.
This provided the company with the liquidity to continue capital expenditures and expand its production capacity.
Performance growth and restructuring
Since CEO Lip Poo Tan took the helm at Intel in March 2025, the company’s stock has more than quadrupled.
This surge has been fueled by strong demand for CPUs, government support,
and a restructuring plan that included recruiting talent from Samsung and SK Hynix.
Increased investment has also been directed toward chip manufacturing equipment.
Intel’s data center business saw year-over-year growth of 22% in the first quarter,
generating $5.1 billion in revenue, driven by demand for Xeon processors.
Google Cloud also announced a large order for these processors,
indicating growing confidence in the company’s capabilities and its new management strategy.
