Intel headquarters in Santa Clara, California, on Jan. 22, 2026.

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Intel shares climbed 14% Tuesday, hitting a new all-time high as the chipmaker continued its historic run from April.

The jump comes on a Bloomberg report that Apple is in talks with both Intel and Samsung to produce the main processors for its devices in the U.S. The iPhone maker has had a long-time reliance on chips from Taiwan Semiconductor Manufacturing Co .

Intel and Samsung declined to comment on the report. Apple did not respond to a request for comment.

The surge follows Intel's best month in its 55 years on the Nasdaq. The stock jumped 114% in April and pushed the market cap past $470 billion.

Several major partnerships helped fuel the rally. The U.S.…