Key Points Intel's stock has surged 83% recently, driven by developments in its foundry business. Synopsys' challenges are partly linked to Intel's foundry performance and customer dynamics. Recent investments and partnerships may benefit both Intel and Synopsys. 10 stocks we like better than Synopsys › Intel (NASDAQ: INTC) stock has increased by 83% over the past three months. This is positive for semiconductor investors and could also help one of Intel's key partners, Synopsys (NASDAQ: SNPS). In ...

Core Viewpoint - Intel is in early discussions with AMD to potentially become a customer for Intel's foundry business, indicating a strategic move to expand its manufacturing partnerships [2] Group 1: Company Developments - Intel is reportedly exploring collaboration with AMD, which is led by CEO Lisa Su, to utilize its foundry services [2] - The discussions suggest Intel's intent to diversify its customer base for its foundry operations, which are still in the early stages [2] Group 2: Industry Implications - The potential partnership between Intel and AMD could signify a shift in the competitive landscape of the semiconductor industry, as companies seek to leverage each other's strengths [2] - This move may reflect broader trends in the industry where collaboration is becoming increasingly important for growth and innovation [2]

Core Viewpoint - Intel is in early discussions with AMD to manufacture chips for AMD in its foundry business, which could significantly enhance Intel's foundry operations and market position [1][2]. Group 1: Intel's Foundry Business - Engaging AMD as a customer would be a major win for Intel's foundry business, which is actively seeking large clients to bolster its manufacturing capabilities [2]. - A partnership with AMD would allow Intel Foundry to invest confidently in developing its manufacturing technology and signal to other chip companies that Intel can manage their production needs [2]. Group 2: AMD's Position - If AMD begins manufacturing chips with Intel, it would indicate AMD's confidence in collaborating with its primary competitor in the x86-based chip market for PCs and servers [3]. - Currently, AMD manufactures its chips with TSMC, and the extent of potential manufacturing with Intel remains unclear [3]. Group 3: Investor Confidence - Recently, Intel has attracted significant investors, including the U.S. government, Nvidia, and Softbank, reflecting growing confidence in the company's turnaround efforts under new CEO Lip-Bu Tan [4]. - Intel's shares have increased nearly 77% in 2025, indicating rising investor confidence in the chipmaker [4]. - However, Nvidia has not committed to utilizing Intel's foundry services [4].

Core Viewpoint - Intel's stock has surged nearly 70% since August 1, 2025, driven by investments from Nvidia and the US government, with potential new investment discussions with Apple [2][4][6]. Investment and Partnerships - Intel is reportedly in early discussions with Apple regarding a potential investment and collaboration, marking a significant step in Intel's turnaround strategy [3][4]. - The company has received substantial investments recently, including a $5 billion investment from Nvidia and a $2 billion investment from SoftBank, aimed at enhancing its product development and market position [6][7]. Historical Context - Apple was a long-time customer of Intel but began moving away in 2020 to utilize more in-house components, acquiring most of Intel's modem chip business in 2019 [4][5]. - Despite the historical relationship, analysts believe it is unlikely that Apple will revert to using Intel processors for its devices, as they currently rely on chips from Taiwan Semiconductor Manufacturing Company (TSMC) [4][5]. Challenges and Market Position - Intel faces significant challenges, having lost market share to AMD and struggling to compete in the AI sector, where Nvidia has gained a dominant position [7]. - The company is working on a turnaround plan, with a focus on increasing domestic production and enhancing its foundry business, which is expected to see major developments in the coming years [12][13]. Market Reaction - The news of potential partnerships has positively influenced Intel's stock, with shares closing 6.5% higher following the rumors, and a month-to-date increase of approximately 35% [8][16]. - Analysts view the proactive approach of Intel in seeking partnerships as a positive sign for its future prospects, despite acknowledging the volatility and challenges ahead [10][16].

Investment Recommendation - City Research downgrades Intel's stock to "sell" from "neutral," citing limited impact from the Nvidia partnership and minimal chances of success for Intel's foundry business [1] - Analyst believes Intel should exit the money-losing foundry business, which could unlock $1 to $2 in earnings power [4] Intel's Foundry Business - Intel's efforts to make chips for other companies, especially at the leading edge, have not progressed significantly in the last 10-20 years [6] - Intel is still 2-3 years behind Taiwan Semiconductor Manufacturing (TSMC) in foundry technology and is losing billions of dollars in this endeavor [7] - The foundry business is seen as antithetical to Intel's core strength of manufacturing its own chips [8] Nvidia Partnership - Nvidia's $5 billion investment in Intel is not considered a significant amount, given Nvidia's $67 billion in cash reserves [2] - The partnership might result in $500 million to $2 billion at best for Intel, which is not enough to move the needle for a $53 billion company [4] - A significant portion of investor questions during the Intel-Nvidia conference call focused on whether the deal would lead to a foundry arrangement [9] Competitive Landscape - Intel is still behind AMD in terms of processor technology, and a better graphics chip does not necessarily improve the core processor [4]

Intel uh coming off its uh best day in a long long time. The stock surged 22% following Nvidia's announcement that it will invest $5 billion in Intel. Joining us now is Ray Wong, Constellation Research founder and chairman.What I'm looking over in Becky's chair. It's a lot of room there. Normally you're in here with us.Uh Ray, I put on some extra makeup because you usually take a a picture and tweet it out. What What happened. Why aren't you here.Hey, I'd love to be in New York. Happy Friday. I I ended up i ...

Intel doesn't need cash. Instead, the struggling semiconductor giant needs to figure out how to drum up interest for its foundry business. https://t.co/HJ4G5nLgXH ...

So I go to Asia. First. I ask you why SoftBank is taking that $2 billion stake.Why are they getting Intel to sell more equity to them. Yeah, there's a lot going on here with Intel, but on the software on the SoftBank front, in particular, the founder Masayoshi Son, has had ambitions in the chip area for a long time. He bought ARM Holdings, of course, the chip designer.That's that's that's commonplace in all sorts of smartphones. And he has ambitions to be able to compete in A. I.chips against in Vedere in p ...

Meanwhile, Intel shares 4% lower after Reuters report that the chipmaker is considering a major change to its foundry business. CEO Lift Boutan reportedly exploring a shift away from the company's 18A manufacturing process due to fears that it cannot compete with Taiwan Semi's offering. Intel would instead focus on its 14A process, which it hopes will be more competitive in luring new customers.Stacey Rasen is managing director, senior semiconductor analyst at Bernstein. He's got a market perform rating and ...

Group 1 - Intel's stock experienced an 11.5% decline in April 2025, attributed to a lack of a single catalyst but rather a developing theme over the month [1] - CEO Lip-Bu Tan presented a detailed turnaround plan at the Vision 2025 conference, focusing on returning to innovation and committing to the Foundry business, but the stock fell as investors expected a different strategy [3][4] - The future of the Foundry business became a significant concern, with rumors of a potential spin-off or joint development with Taiwan Semiconductor Manufacturing, yet no major developments were announced in the first-quarter report [4][5] Group 2 - Despite new management, the company continues to follow the previous CEO's strategy, which is seen as a long-term rebuilding effort that may not yield immediate results [6] - Intel's stock has decreased by 33% over the past 52 weeks, contrasting with a 13% gain in the S&P 500 index, indicating a significant underperformance [7] - The company is currently unprofitable but has a forward price-to-earnings ratio of 25.8 and a price-to-sales ratio of 1.7, suggesting that the stock may be undervalued [7]