Pressure mounts on Intel as political money hits the company
Intel's stock rose 86% in 2025 due to investments from the US government, Nvidia, and SoftBank, and a new CEO. Despite this, Intel's foundry business struggles without major external customers. The US government invested $9 billion through the CHIPS Act, amid geopolitical tensions. Intel aims to secure clients for its 14A process, with Nvidia, Apple, and Qualcomm as targets. Analysts highlight the importance of landing a major customer within 12-18 months to ensure the foundry's success.
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