#产业政策

Apple has agreed to use Intel's manufacturing facilities for some of its chips, following pressure from the Trump administration. The U.S. government converted $9 billion in federal grants into a 10% stake in Intel, becoming its largest shareholder, and facilitated deals with Nvidia and SpaceX. This marks a significant government intervention in the semiconductor industry, potentially reshaping global chip manufacturing dynamics and strengthening U.S. supply chain resilience. It also highlights the strategic importance of reviving domestic chip production amid geopolitical tensions with China. The $9 billion conversion came from CHIPS Act funds, and Intel's new CEO Lip-Bu Tan meets monthly with Commerce officials. Intel's stock has tripled since March 2025, and the company's foundry services have secured major customers like Nvidia and SpaceX.