The Intel share was able to grow vigorously last week and could continue the Rally in the next few days. According to the positive statements by US Vice President JD Vance, Intel’s semiconductor production technology 18a and rumors about the interest of TSMC and Broadcom are now in focus.
• Intel should benefit from plans from the Trump administration
• Intel’s new semiconductor production process according to the analyst
• TSMC and Broadcom with interest in Intel’s business parts
After an extremely disappointing performance last year, the Intel share has increased by strong 17.71 percent on Nasdaq since the beginning of 2025 and was able to increase by 23.6 percent in the past week alone. The paper recorded clear profits from Monday to Thursday, only on Friday it was 2.2 percent down to $ 23.60. But in the new trade week, which only begins in the United States due to a holiday on Tuesday, the paper of the largest US chip manufacturer could go up again thanks to new rumors after the short breaks on Friday.
Intel in the upper aus thanks to strong technology and political support
One reason for the price gains of the past week was the statements of US Vice President JD Vance. As part of a AI summit in Paris, he said that the most powerful AI systems in the USA should be built-using chips developed and manufactured in the USA. Intel is likely to benefit significantly as the largest US chip manufacturer, since according to “Marketwatch” it is also assumed that the Trump administration should try to convince more chip manufacturers to use Intel’s production facilities as customers. In addition, according to an expert, the chips act introduced by the bid government could remain a significant advantage for the company. “I think the chips act remains for Intel […]. Trump will put NVIDIA (NVDA), AMD (AMD), Broadcom (AVGO), Marvell (MRVL), Apple (AAPL) and Qualcomm (QCOM) under pressure to put more intel, “quotes the news page Patrick Moorhead, CEO and Chief analyst at Moor Insights & Strategy.
In addition, there are signs that Intel could catch up to the top technologically. The analyst scotten Jones von Techinsights compared according to “Marketwatch” Intel’s semiconductor production process 18a with TSMCS 2-nanometer process and came to the conclusion that Intel offers better performance. “In terms of performance, we believe that Intel 18a is a leader,” wrote Jones.
TSMC and Broadcom with interest in Intel business areas?
According to a report by the “Wall Street Journal” on Sunday, there is also indications that Broadcom and TSMC are interested in different business areas of Intel independently. While Broadcom, according to insiders, is interested in Intel’s chip design and marketing business, but need another partner for Intel’s production business, TSMC are considering control of some or all of Intel’s chip plunks. This is considered by an investor consortium or another structure. The talks are currently still in an early stage, but indicate a possibly impending breakdown of Intel. However, the rumors could ensure that the Rally continued in the Intel share. The TSMC share was already able to benefit in Taiwan on Monday and made 2.36 percent higher at $ 1,085.00.
According to “Manager Magazin”, there were discussions between representatives of the US government and TSMC last week, in which the Taiwanese company was offered the prospect of a majority stake in the factories of Intel. However, a government representative told the news agency “Reuters” that the Trump administration welcomes foreign investments in the United States that a non-American group would “probably not” support direct control over Intel’s production facilities.
According to “Marketwatch”, speculation about a partnership between Intel and TSMC has probably existed for a long time. According to the news portal, a joint venture would be conceivable, in which TSMC is investing in Intel’s production facilities. Analyst Chris Caso from Wolfe Research said that Intel’s core business with servers and PCs no longer generate enough growth to cover the high costs for state -of -the -art chip plans. A partnership between TSMC and Intel “would be a way out of this problem,” said Caso. However, implementation of this idea is not easy.
Intel share is likely to remain in the focus of the investors
The combination of technological progress, political support and the possible interest of TSMC and Broadcom could catapult Intel into a new, hot phase. According to “Marketwatch”, analyst Jordan Klein expects investors to further expand their long positions at Intel in order not to miss one of the few winners of the previous course of the year in the semiconductor sector after the share, especially from hedge, has been rather located so far be.
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