Intel shares fell 4% after Elon Musk confirmed discussions with Taiwan Semiconductor Manufacturing (TSMC) about joining Terafab, a Texas chip venture where Intel is currently the sole manufacturing partner. This potential partnership could reduce Intel's unique role and visibility in the project, which has been a key part of its foundry turnaround strategy. Meanwhile, AMD and NVIDIA stocks showed minor changes, with AMD slightly down and NVIDIA steady. Intel's foundry revenue and output are improving, but concerns remain about CPU market share losses and high valuation, making the situation critical for investors to watch.
As of Oct 05, 2026 19:23 WIB, Intel shares are trading at USD 114.95 on Pluang, down 3.67% for the day, reflecting investor caution amid the news of TSMC possibly joining Terafab. Meanwhile, NVIDIA remains steady with a slight gain of 0.55% at USD 235.24, and TSMC itself is up 1.60% to USD 480.34. Intel's market cap stands at $630.79 billion, highlighting its significant presence despite the recent share drop.
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Intel's balance sheet remains weak despite strong CPU demand, with the lowest IC ratio among peers and a higher trading price than the sector average. In contrast, TSMC shows robust profit margins and revenue growth, positioning it well for market sh...
