Struggling chipmaker Intel is reportedly in preliminary discussions with Apple over a potential investment that could provide the company with much-needed financial support and strategic direction. According to industry sources, the talks are still at an early stage, but they signal a growing interest from Apple to deepen its role in the semiconductor ecosystem amid global supply chain shifts.

Intel, once the undisputed leader in the microprocessor market, has faced mounting challenges over the past decade, including delays in advanced process technology, stiff competition from rivals such as TSMC, AMD, and NVIDIA, and a weakening position in both consumer and enterprise segments. Despite U.S. government backing and support from investors like SoftBank, Intel continues to struggle with profitability and market confidence.

For Apple, the investment discussions could align with its long-term strategy of securing tighter control over critical chip technologies. Apple already designs its own M-series processors for Macs and A-series chips for iPhones, while relying on TSMC for manufacturing. A partnership or stake in Intel could offer Apple more leverage in securing capacity, diversifying its supply chain, and potentially collaborating on advanced semiconductor research, especially in fields such as AI accelerators, 3D packaging, and custom silicon.

Analysts note that the deal, if it materializes, would carry significant geopolitical implications as well. The U.S. has been pushing to strengthen domestic semiconductor production to reduce reliance on Asian foundries. An Apple–Intel partnership could bolster that vision, though it would require considerable investment to restore Intel’s competitiveness in leading-edge manufacturing.