SoftBank and Intel Collaborate on Next-Gen Memory Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy INTC?
Source: CNBC
- Collaboration Agreement: SoftBank's subsidiary Saimemory has signed a collaboration agreement with American chipmaker Intel to advance the commercialization of next-generation memory technology, particularly aimed at meeting the demands of artificial intelligence and high-performance computing, with prototypes expected by fiscal year 2028.
- Positive Market Reaction: Following the announcement, SoftBank's shares rose by 3.13%, while Intel's stock increased by 5% in overnight trading on Robinhood, indicating strong market optimism regarding this partnership, which could enhance both companies' competitiveness in the memory market.
- Innovation-Driven Technology: The collaboration will leverage Intel's expertise from the U.S. Department of Energy's Advanced Memory Technology program, focusing on improving the performance and energy efficiency of Dynamic Random-Access Memory (DRAM) to meet the surging demand for AI applications, reflecting the urgent need for high-performance memory solutions.
- Energy Efficiency Focus: The Z-Angle Memory program emphasizes energy efficiency to address the vast energy consumption required for AI computing, highlighting the commitment of both companies to drive technological advancements while being mindful of sustainability and environmental impacts.
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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: 48.030
Low
20.00
Averages
39.30
High
52.00
Current: 48.030
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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