Intel

INTC

Technology

Semiconductor company designing and manufacturing processors, chipsets, and related technologies.

2 articles about Intel

Intel's Custom Chip Foundry Play Is the Right Strategy at the Right Time

The pivot from process node competition to custom silicon design plays to Intel's actual strengths. But execution risk remains extreme.

Apr 10, 2026

Market SignalsINTC

Why the Street Is Wrong About Intel — And What Google Sees That Analysts Don't

With zero Buy ratings and a $296B market cap trading below fab replacement value, Google's Xeon commitment hints at an 18A process breakthrough the consensus hasn't priced in.

Apr 9, 2026