---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000945972.md"
description: "JPMorgan ending a four-year underweight on Intel is a real signal, even if they only went to neutral. The foundry losses are still huge and they are still bleeding share to AMD, but if 18A ramps and external customers finally show up, the setup changes. I am not chasing the pop, I want to see the 29th before I add anything."
datetime: "2026-10-20T06:19:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000945972.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000945972.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000945972.md)
author: "[Nicky ](https://longbridge.com/en/profiles/16484055.md)"
generator: "portal-rs"
---

# JPMorgan ending a four-year underweight on Intel i…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**