Trump Administration Considers Taking Stake in Intel to Boost U.S. Chipmaking

White House Reportedly Weighs Equity Stake in Intel

According to Bloomberg, the Trump administration is actively discussing a potential U.S. government investment in Intel Corporation. This move would mark a significant policy shift toward greater public-private cooperation in national technology infrastructure.

The discussions center around Intel’s struggling Ohio semiconductor plant, which has experienced multiple delays. President Trump reportedly met with Intel CEO Lip‑Bu Tan to evaluate how federal support could accelerate production and reduce dependence on foreign chipmakers.

Market Reaction: Intel Shares Soar

Following the news, Intel stock jumped over 7%, as investors responded positively to the prospect of direct U.S. backing. Analysts see the move as an aggressive counter to Asian chipmaking dominance and a potential boost for Intel’s long-term competitiveness against TSMC and Nvidia.

Semiconductor Policy Shift

If confirmed, the stake would be part of a larger industrial policy shift. Earlier this year, the administration took similar steps with U.S. Steel and brokered conditional export deals with Nvidia and AMD involving revenue-sharing with federal agencies. These interventions reflect a more hands-on approach to national tech strategy.

What’s Next?

No official confirmation has been issued by the White House or Intel. However, the public-private model under consideration could reshape how the government supports critical industries—particularly amid growing geopolitical concerns around supply chain security and technological sovereignty.

Key Takeaways

Sources: Bloomberg, CNN