Apple's order ignites the "local chip manufacturing" transaction! Intel (INTC.US) moves from an AI pawn to a "national-level computing power base."

According to the financial news app Zhitong Caijing, the well-known Wall Street investment firm Wedbush has stated that American consumer electronics giant Apple (AAPL.US) is expanding its American supply chain by forming a collaboration with the long-established American chip manufacturer Intel (INTC.US) to offset the costs and supply shortage pressures related to storage chips. In the view of this institution, this collaboration model based on purely American domestic manufacturing is a win-win for both Apple and Intel - Apple gains supply chain security, advanced chip production capacity backup, and strategic cushion against reliance on Taiwan Semiconductor for capacity, while Intel gains the reputation endorsement of Apple as a top customer for its chip manufacturing business and benefits from the U.S. semiconductor reshoring policy.