The US government invested $8.9 billion last year to acquire a 9.9% stake in Intel, buying 433.3 million shares at $20.47 each under the CHIPS Act. Intel’s stock price has since surged to $117, making the government’s shares worth about $50.7 billion, an unrealized gain of nearly $41.8 billion, or almost five times the original investment. This investment reflects a strategic move to position Intel as a national asset amid rising semiconductor demand and geopolitical importance. Despite ongoing execution risks, Intel’s stock rally in 2026, up 219%, highlights renewed momentum and political backing for the company’s future.
Intel sold its NAND memory business to SK hynix for $9 billion in 2021 to focus on CPUs and foundry services. However, the AI boom has transformed memory into a critical and scarce resource, especially high-bandwidth memory (HBM), essential for AI in...
Intel has secured significant partnerships with NVIDIA and Google, signaling a major turnaround in its semiconductor business. NVIDIA invested $5 billion in Intel and chose Intel's Xeon CPUs for its AI systems, highlighting the CPU's critical role in...
TSMC is gaining from the AI chip competition as Nvidia, AMD, and Intel ramp up orders, with all three CEOs recently visiting Taiwan. The company raised its long-term gross margin floor to 56% but faces challenges from dilution due to new chip product...
Semiconductor stocks, led by Micron (MU) and Intel (INTC), have surged sharply, indicating a potential market top similar to the dot-com bubble. A wave of upcoming IPOs, including SpaceX valued between $1.75 and $2 trillion, points to speculative exc...
On Monday, semiconductor stocks showed mixed performance amid close monitoring of interest rates. AMD's stock appears to be softening, potentially dropping below $500 after a strong run since April, suggesting a needed pullback for value buying. Inte...
