Intel suddenly surges 9%+, is the sleeping chip giant about to awaken?
Intel suddenly jumped more than 9%, and the market’s attitude seems to be undergoing a subtle shift.
In the past, when investors talked about Intel, they mostly thought of missing the AI wave, pressure on advanced process nodes, and the widening gap with its competitors. But now, funds are starting to refocus on another card it holds: manufacturing capabilities.
The AI era needs not only GPUs, but also massive advanced chip manufacturing capacity. If Intel can continue making progress in process technology and wafer foundry