Intel's Turnaround Relies on Foundry Success
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy INTC?
Source: NASDAQ.COM
- Foundry Challenges: Intel has yet to secure a major customer for its newly launched 18A process, particularly after Nvidia declined to partner, which could significantly impact its foundry business and future market position.
- Investor Confidence: Despite Intel's stock rising over 100% in the past six months, investors remain cautious about its ability to attract external customers, especially after failing to gain Nvidia's support.
- Technical Progress: Intel has made some progress in the production of its 18A process, with CEO Lip-Bu Tan noting steady yield improvements; however, Nvidia's testing results failed to instill confidence in its foundry business, potentially affecting future customer demand.
- Uncertain Market Outlook: Intel must quickly find external customers to ensure the success of its foundry business, particularly given the unclear status of its relationship with Broadcom, prompting investors to remain vigilant about its future developments.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 46.480
Low
20.00
Averages
39.30
High
52.00
Current: 46.480
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.
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