This May Be the Next Big Catalyst for Intel Stock

1 hour ago 2

Harsh Chauhan, The Motley Fool

Wed, June 10, 2026 astatine 10:43 AM CDT 4 min read

Intel (NASDAQ: INTC) has been connected an astounding tally connected the banal marketplace implicit the past year. Shares of the semiconductor elephantine person gained a whopping 427% during this period, but caller banal terms enactment suggests that investors whitethorn beryllium having 2nd thoughts astir its prospects.

Shares of Intel reached a 52-week precocious connected May 11. However, they person slipped by much than 16% since then. Concerns regarding Intel's costly valuation, the potential introduction of Nvidia into its turf, and the caller dip successful semiconductor stocks person weighed connected its banal price.

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However, Intel banal could get a coagulated boost pursuing a caller improvement that reinforces the company's turnaround story. Let's instrumentality a person look astatine a perchance large triumph scored by the chipmaker that could supercharge its banal erstwhile again.

Intel emblem flying successful beforehand of a institution building.

Intel's foundry concern whitethorn person landed a immense declaration

Technology-focused concern work The Information (via Reuters) reports that Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google has placed an bid for manufacturing implicit 3 cardinal units of its Tensor Processing Units (TPUs) successful 2028 with Intel's foundry unit. These are Google's in-house customized AI processors, successful precocious request from hyperscalers and AI companies for their price-to-performance vantage implicit accepted graphics cards for inference workloads.

Google has secured notable contracts with the likes of Anthropic, Meta Platforms, and adjacent Apple to deploy its TPUs successful immense numbers to grip AI workloads successful information centers. Anthropic, for instance, announced successful October 2025 that it volition beryllium deploying up to 1 cardinal Google TPUs successful 2026 to powerfulness much than 1 gigawatt (GW) of information halfway capacity.

Not surprisingly, the tech elephantine needs to nutrient capable chips to conscionable beardown request for its TPUs. With foundry elephantine Taiwan Semiconductor Manufacturing precocious informing that "it volition beryllium a agelong clip earlier we tin conscionable lawsuit demand," it is casual to spot wherefore Alphabet is present considering alternate options to manufacture capable chips.

What's more, The Information adds that adjacent Nvidia is evaluating Intel's 18A process node to spot if it tin beryllium utilized to manufacture a processor that tin harvester 4 of its graphics cards into a azygous platform. Though Nvidia hasn't placed an bid with Intel yet, determination are wide signs that Intel's foundry concern is gaining awesome momentum.

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