Intel Partners with SoftBank's Saimemory on Memory Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
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Should l Buy INTC?
Source: Newsfilter
Intel's stock fell by 5% as it crossed below the 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 0.55% and S&P 500 down 0.12%.
Despite the recent collaboration agreement with SoftBank's subsidiary Saimemory to advance next-generation memory technology, which is expected to enhance both companies' positions in AI and high-performance computing, Intel's stock faced downward pressure. The partnership aims to address the growing memory demands of AI, with prototypes expected by fiscal 2028 and commercialization targeted for fiscal 2029. However, the overall market sentiment remains cautious, impacting Intel's stock performance negatively.
The implications of this partnership could be significant for Intel in the long term, as the demand for innovative memory solutions in AI applications continues to rise. However, the current market conditions and the stock's technical indicators suggest a challenging environment for the company in the short term.
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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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- Robust Revenue Growth: In the first quarter, Micron reported a 57% year-over-year increase in revenue and a staggering 180% rise in net income, indicating its critical position in the rapidly expanding AI market, with future benefits expected as AI spending is projected to reach $2.5 trillion this year.
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See More
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See More
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- Economic Growth Expectations: While current GDP and earnings growth expectations remain stable and inflation is not raising immediate concerns, worries about the job market and tariff impacts could make stocks vulnerable to corrections, prompting investors to consider portfolio adjustments in anticipation of potential changes.
- Bond Investment Strategy: The Vanguard Short-Term Treasury ETF (VGSH) focuses on short-term bonds, offering a 3.6% yield that helps investors maintain low volatility during stock downturns, effectively eliminating default risk and serving as a preferred safe asset.
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