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Intel's Silent Comeback: 3 Pillars the Market Is Overlooking
Written by Jeffrey Neal Johnson. Published 9/12/2025.
Key Points
- Leadership adjustments and a new custom silicon business are re-engineering Intel to capture more profitable segments of the semiconductor market.
- Recent successful product launches and foundry commitments from industry leaders provide tangible proof that the company's execution is improving.
- Strategic investments from SoftBank and the U.S. government provide a powerful capital backstop and validate the company's long-term turnaround strategy.
Intel's turnaround rests on a structural overhaul aimed at creating a more agile, profitable company. CEO Lip-Bu Tan's recent leadership reshuffle is designed to instill a flatter, engineering-driven culture. A prime example is the recruitment of Kevork Kechichian from competitor ARM (NASDAQ: ARM) to head the critical Data Center Group. His insider knowledge of a rival's strategies signals a new era of tactical flexibility.
Crucially, this team is steering Intel toward higher-margin markets within the tech sector. Intel has formally launched a custom silicon business to capture the lucrative market for specialized, high-performance chips tailored to cloud giants like Amazon (NASDAQ: AMZN) and Google (NASDAQ: GOOGL).
October 16 Changes the Microchip Game — and Investing (Ad)
While everyone's chasing the same AI plays, George Gilder is focused on something completely different.
He says a 4-nanometer device that's 80 MILLION times more powerful than the chip he gave Reagan is now being made in America for the first time.
And he's identified 3 companies that control this technology.
As hyperscalers demand bespoke solutions to optimize massive workloads, the pivot toward custom-designed silicon positions Intel to compete for high-margin contracts against rivals such as Broadcom (NASDAQ: AVGO) and Marvell (NASDAQ: MRVL), complementing its foundry ambitions. This organizational redesign also supports Intel's financial targets—namely achieving non-GAAP operating expenses of $16 billion by 2026.
The Tangible Proof: Products Deliver and Partners Commit
Intel's turnaround has moved beyond planning and is already delivering concrete results that the market appears to undervalue. The evidence spans product launches, manufacturing wins, and powerful financial backers.
- Product execution is back: The launches of Lunar Lake (mobile) and Arrow Lake (desktop) processors have earned overwhelmingly positive reviews for their efficiency and on-device AI capabilities. Intel also completed the on-schedule tape-out of next-generation Panther Lake, signaling that its core product engine has reignited.
- Foundry momentum: Intel's bet on contract manufacturing is gaining traction with commitments from industry leaders such as Microsoft (NASDAQ: MSFT), SK hynix and Broadcom. These customers will use Intel's most advanced manufacturing and packaging technologies, reducing execution risk.
- "Smart money" and sovereign support: Strategic investors have provided a solid capital backstop. SoftBank invested $2 billion at $23 per share, and Intel finalized an $8.9 billion equity deal with the U.S. government at $20.47 per share—converting earlier grants into a 9.9% stake and including shareholder-friendly warrants. This endorsement mitigates financial risk and underscores Intel's national importance.
Why the Downside Is Limited and the Upside Is Significant
Wall Street's current Reduce rating appears lagging, rooted in past performance and overlooking Intel's strategic and execution gains. A deep-value case emerges when comparing these tangible improvements to a stock still trading near book value. A recent 10.5% drop in short interest further suggests bearish sentiment may be waning.
This creates an asymmetric opportunity: downside is cushioned by Intel's foundational assets, its strategic role in U.S. national security, and strong partner backing, while upside is significant as financials begin to reflect recent operational wins. Patient, contrarian investors may find compelling value in a technology leader on the cusp of a major recovery.
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