Intel (NASDAQ:INTC) is reportedly engaged in early discussions with Advanced Micro Devices (NASDAQ:AMD) to add the Lisa Su-led company as a potential customer for its nascent foundry business, according to Semafor. No details emerged of how much manufacturing Intel might ...

Intel's CEO Lip-Bu Tan speaks at the company's Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025.Intel is in early talks with AMD to manufacture chips for it in its foundry business, according to a report from Semafor.Intel shares rose 6% on the news. AMD shares were flat.If AMD were to start manufacturing chips with Intel, it would be a significant win for the company's foundry business, which is currently seeking big customers. Analysts say that a big customer would a ...

[Music] We're back on Morning Trade Live. Let's focus on Intel. The stock has rallied this month on the back of investments from Nvidia and the US government.And according to a Bloomberg report now, the company is looking to add another name to the investor list, Apple. More on that story momentarily, but here's the chart. Intel is up more than 50% here in 2025, and the majority of gains have been in the last 2 months.Intel shares are up nearly 70% since August the 1st. So that is the focus of the morning t ...

City today not buying all the hype, downgrading the stock to a sell from a neutral today. They see a limited impact from the partnership and say Intel's foundry business has minimal chances to succeed. Joining us now is the analyst behind that call, Chris Danley, senior semiconductor analysts at City Research.Chris, great to have you with us. Thanks for having me. Um, so you're you're totally not buying the hype.Why would Nvidia get behind an Intel if you they didn't think that Intel was, you know, a solid ...

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]