Intel reported a strong Q2 with $16.1 billion revenue, up 25% year-over-year, driven by a 59% rise in Data Center and AI segments and a 31% increase in Foundry business. Talks with SK hynix for a potential partnership could increase external demand for Intel's U.S. manufacturing capacity, enhancing foundry utilization and AI supply chain relevance. While valuation limits immediate upside, successful execution and deal finalization are key for further growth and rerating.
Intel trades at USD 120.73, up 11.17% as of Sep 21, 2026 21:41 WIB on Pluang. SK hynix is priced at USD 187.13, down 0.39% at the same time. Intel's market cap stands at $574.07B, reflecting strong investor interest amid its growth and partnership talks.
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Intel Corporation's rating is upgraded to speculative Buy due to rumors of a deal with SK hynix that could support its foundry business turnaround. The potential joint venture or leasing arrangement might resolve funding and demand challenges for Int...
Intel shares rose 4% after reports that SK Hynix is in early talks to produce memory chips at Intel's Ohio facility, marking a potential first for domestic U.S. memory chip manufacturing. However, no deal has been signed, and the plant's opening is n...
