伯恩斯坦：2026年英特尔与苹果芯片代工合作分析报告（英文版）

Late last night President Trump“truthed” out (among other things) that Apple has“agreed to work with Intel to design and build its Chips in America.” The news is not exactly new (market speculation of a potential Intel-Apple foundry tie-up has been reported for the last several months in fact) but the message from Trump is confirmatory, and probably as official as things are ever going to be these days. The news also follows Intel’s announcement from earlier this week that their 18A-P process