Will Intel give up on chip manufacturing? Here’s how that could have big ripple effects.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 28 2025
0mins
Should l Buy INTC?
Source: MarketWatch
Intel's Future in Chip Technology: Intel Corp. may abandon its next-generation chip technologies, which could lead to the company no longer having its own chip fabrication facilities, impacting the semiconductor industry.
Current Focus on Process Nodes: Despite concerns, Intel remains committed to developing its next-generation Intel 14A process node, following the Intel 18A process node, which will underpin at least three future product generations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy INTC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for INTC is 39.30 USD with a low forecast of 20.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 50.590
Low
20.00
Averages
39.30
High
52.00
Current: 50.590
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
VanEck Semiconductor ETF Gains 12% in January
- Strong January Performance: The VanEck Semiconductor ETF surged 12% in January, significantly outperforming the S&P 500's 1.5% increase, indicating a robust recovery in the semiconductor sector and heightened investor confidence.
- Key Holdings Contribution: Among the ETF's top ten holdings, Micron Technology led with a 45.4% stock price increase in January, primarily driven by strong demand for memory chips, which boosted the overall ETF performance.
- Strong Earnings Expectations: Nvidia, the ETF's largest holding at 18.3%, is set to report earnings on February 25, with management guiding for quarterly revenue of $65 billion, a 65% year-over-year growth, which could serve as a significant catalyst for future ETF performance.
- Exceptional Long-Term Returns: As of February 6, the VanEck Semiconductor ETF has delivered a 62.2% return over the past year, quadrupling the S&P 500's 15.4% return, underscoring its investment value in the AI and semiconductor sectors.
See More
AppLovin Shares Surge 15.1% Amid Analyst Optimism
- Analyst Optimism: Jefferies analyst James Heaney reiterated a price target of $860 per share for AppLovin, nearly 90% above its current price, calling the recent 45% pullback a 'great buying opportunity,' which significantly bolstered investor confidence.
- Positive Market Reaction: AppLovin's shares surged 15.1% on Monday, reflecting a strong market response to the analyst's optimistic outlook, although the stock remains a highly volatile 'meme stock,' necessitating caution among investors.
- Competitive Concerns Eased: An independent analyst argued that AppLovin can leverage new digital advertising tools from Alphabet and CloudX to enhance its competitive position, countering market fears about competitive pressures and potentially providing further support for the stock price.
- Negative News Correction: Last week, independent media CapitalWatch corrected a misguided accusation against a key AppLovin shareholder, which may have reversed initial selling pressure and improved market sentiment towards the company.
See More
Novo Nordisk Stock Rebounds Amid Legal Battle
- Stock Volatility: Novo Nordisk's shares plummeted 27% last week due to Hims & Hers' plan to sell a $49 version of Wegovy, but rebounded 3% after Hims announced it would not sell the knockoff, indicating a restoration of market confidence in Novo's products.
- Legal Threat: Novo Nordisk filed a patent infringement lawsuit against Hims & Hers, seeking to prevent the sale of drugs violating its '343 Patent', a move that not only protects its market share but could also further solidify its leadership in the GLP-1 drug market.
- FDA Support: The FDA indicated it would take action against Hims & Hers, potentially restricting access to ingredients needed for manufacturing Wegovy knockoffs, providing strong regulatory backing for Novo's lawsuit and enhancing its chances of winning.
- Investor Attention: Despite Novo Nordisk's strong market performance, analysts suggest that now may not be the best time to buy the stock, recommending investors consider other stocks deemed to have greater potential, which could impact market confidence in Novo's long-term investment appeal.
See More
US Stocks Dip Slightly as Tech Shares Retreat
- Tech Stock Retreat: Technology stocks are broadly down today, contributing to a 0.03% decline in the S&P 500, a 0.34% drop in the Dow Jones, and a 0.17% decrease in the Nasdaq 100, reflecting a cautious investor sentiment following last Friday's sharp gains.
- Bond Yield Pressure: Rising US bond yields, with the 10-year T-note yield up 2 basis points to 4.22%, are exacerbated by Chinese regulators instructing banks to reduce their US debt holdings, reviving concerns over the haven status of US assets and potentially impacting investor confidence.
- Earnings Season Insights: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating resilience in corporate earnings and potential market support.
- Economic Data Focus: The market is set to focus on upcoming economic data, including a projected 0.8% increase in the employment cost index on Tuesday and a 2.5% year-over-year rise in the consumer price index on Friday, which will provide guidance on future economic trends.
See More
Analysis of TQQQ's 52-Week Price Fluctuations
- Price Range Analysis: TQQQ's 52-week low is $17.50 per share and high is $60.685, with the latest trade at $50.81, indicating a cautious market sentiment as the price fluctuates within this range.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides investors with valuable insights for technical analysis, aiding in trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing significant inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets.
See More
Intel CEO Discusses Future Growth and Tech Investments
- Surging Market Demand: Intel's server CPU demand is skyrocketing due to the proliferation of AI applications, and although management anticipates a sequential decline in shipments for Q1 due to undersupply, new supply is expected to come online by the end of Q1, driving rapid growth in the data center business.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will not only boost revenue but also reflect the company's pricing power and competitiveness, especially against the backdrop of surging AI demand.
- Capacity Improvement and Customer Confidence: By recruiting external suppliers to assist with production, Intel has improved yields by 7% to 8% monthly on its 18A node, enhancing customer confidence in its foundry services and likely attracting more clients for collaboration.
- Ongoing Technology Investments: Despite cost-cutting measures, Intel continues to invest in GPUs and new materials, particularly glass substrates and potentially diamond materials, indicating the company's commitment to innovation while still prioritizing the traditional CPU market's demands.
See More
VanEck Semiconductor ETF Gains 12% in January
- Strong January Performance: The VanEck Semiconductor ETF surged 12% in January, significantly outperforming the S&P 500's 1.5% increase, indicating a robust recovery in the semiconductor sector and heightened investor confidence.
- Key Holdings Contribution: Among the ETF's top ten holdings, Micron Technology led with a 45.4% stock price increase in January, primarily driven by strong demand for memory chips, which boosted the overall ETF performance.
- Strong Earnings Expectations: Nvidia, the ETF's largest holding at 18.3%, is set to report earnings on February 25, with management guiding for quarterly revenue of $65 billion, a 65% year-over-year growth, which could serve as a significant catalyst for future ETF performance.
- Exceptional Long-Term Returns: As of February 6, the VanEck Semiconductor ETF has delivered a 62.2% return over the past year, quadrupling the S&P 500's 15.4% return, underscoring its investment value in the AI and semiconductor sectors.
See More
AppLovin Shares Surge 15.1% Amid Analyst Optimism
- Analyst Optimism: Jefferies analyst James Heaney reiterated a price target of $860 per share for AppLovin, nearly 90% above its current price, calling the recent 45% pullback a 'great buying opportunity,' which significantly bolstered investor confidence.
- Positive Market Reaction: AppLovin's shares surged 15.1% on Monday, reflecting a strong market response to the analyst's optimistic outlook, although the stock remains a highly volatile 'meme stock,' necessitating caution among investors.
- Competitive Concerns Eased: An independent analyst argued that AppLovin can leverage new digital advertising tools from Alphabet and CloudX to enhance its competitive position, countering market fears about competitive pressures and potentially providing further support for the stock price.
- Negative News Correction: Last week, independent media CapitalWatch corrected a misguided accusation against a key AppLovin shareholder, which may have reversed initial selling pressure and improved market sentiment towards the company.
See More
Novo Nordisk Stock Rebounds Amid Legal Battle
- Stock Volatility: Novo Nordisk's shares plummeted 27% last week due to Hims & Hers' plan to sell a $49 version of Wegovy, but rebounded 3% after Hims announced it would not sell the knockoff, indicating a restoration of market confidence in Novo's products.
- Legal Threat: Novo Nordisk filed a patent infringement lawsuit against Hims & Hers, seeking to prevent the sale of drugs violating its '343 Patent', a move that not only protects its market share but could also further solidify its leadership in the GLP-1 drug market.
- FDA Support: The FDA indicated it would take action against Hims & Hers, potentially restricting access to ingredients needed for manufacturing Wegovy knockoffs, providing strong regulatory backing for Novo's lawsuit and enhancing its chances of winning.
- Investor Attention: Despite Novo Nordisk's strong market performance, analysts suggest that now may not be the best time to buy the stock, recommending investors consider other stocks deemed to have greater potential, which could impact market confidence in Novo's long-term investment appeal.
See More
US Stocks Dip Slightly as Tech Shares Retreat
- Tech Stock Retreat: Technology stocks are broadly down today, contributing to a 0.03% decline in the S&P 500, a 0.34% drop in the Dow Jones, and a 0.17% decrease in the Nasdaq 100, reflecting a cautious investor sentiment following last Friday's sharp gains.
- Bond Yield Pressure: Rising US bond yields, with the 10-year T-note yield up 2 basis points to 4.22%, are exacerbated by Chinese regulators instructing banks to reduce their US debt holdings, reviving concerns over the haven status of US assets and potentially impacting investor confidence.
- Earnings Season Insights: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating resilience in corporate earnings and potential market support.
- Economic Data Focus: The market is set to focus on upcoming economic data, including a projected 0.8% increase in the employment cost index on Tuesday and a 2.5% year-over-year rise in the consumer price index on Friday, which will provide guidance on future economic trends.
See More
Analysis of TQQQ's 52-Week Price Fluctuations
- Price Range Analysis: TQQQ's 52-week low is $17.50 per share and high is $60.685, with the latest trade at $50.81, indicating a cautious market sentiment as the price fluctuates within this range.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides investors with valuable insights for technical analysis, aiding in trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing significant inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets.
See More
Intel CEO Discusses Future Growth and Tech Investments
- Surging Market Demand: Intel's server CPU demand is skyrocketing due to the proliferation of AI applications, and although management anticipates a sequential decline in shipments for Q1 due to undersupply, new supply is expected to come online by the end of Q1, driving rapid growth in the data center business.
- Price Increase Strategy: Intel plans to raise server CPU prices by 10% for Chinese customers, which will not only boost revenue but also reflect the company's pricing power and competitiveness, especially against the backdrop of surging AI demand.
- Capacity Improvement and Customer Confidence: By recruiting external suppliers to assist with production, Intel has improved yields by 7% to 8% monthly on its 18A node, enhancing customer confidence in its foundry services and likely attracting more clients for collaboration.
- Ongoing Technology Investments: Despite cost-cutting measures, Intel continues to invest in GPUs and new materials, particularly glass substrates and potentially diamond materials, indicating the company's commitment to innovation while still prioritizing the traditional CPU market's demands.
See More
