Intel(US:INTC) The Motley Fool·2025-12-02 21:46Core Viewpoint - Intel's stock has seen a significant increase following reports of a potential contract to manufacture semiconductors for Apple's MacBook Air and iPad Pro, which could mark a pivotal moment for the company as it seeks to recover from its recent struggles in the semiconductor industry [1][3]. Company Summary - Intel's shares rose by 8.7% on a recent trading day, outperforming the S&P 500 and Nasdaq Composite, which increased by 0.2% and 0.5% respectively [1]. - The current market capitalization of Intel is $191 billion, with a day's trading range between $40.06 and $43.67, and a 52-week range from $17.66 to $43.67 [2]. - The company is expected to begin shipments of its lower-end M processors to Apple as early as the second quarter of 2027, according to analyst Ming-Chi Kuo [2]. Industry Context - If the partnership with Apple is confirmed, it would represent a significant turnaround opportunity for Intel, which has historically been a leader in the semiconductor market but has struggled to keep pace with advancements in artificial intelligence, primarily driven by GPU technology [3]. - Despite the potential contract, Intel faces challenges including a reduced workforce and the loss of key talent, which complicates its recovery efforts [4].