Intel Stock is suddenly on a big run

Intel (INTC) Equity extended its rally to a fourth day on Thursday and jumped 7.3% to close at $ 24.13 per year. Stock. Legacy Chip Maker is now up approx. 23% so far this year – compared to a gain of only 0.7% to start 2025 for nvidia (NVDA).

Aktie -Rally has come in the midst of speculation about increased US government support for the company and a possible collaboration with TSMC (TSM) The Taiwan-based chipmaking giant.

Investors expect Intel to be an important recipient of Trump administration’s efforts to increase US chipmaking capacity, as expressed by Vice President JD Vancce at the AI ​​summit in Paris, Jefferies (Jef) Analysts wrote in a note.

“In the absence of an ability to convince TSMC to move its process Fou to the United States (which has so far not been successful), we believe that the US government needs Intel to try to secure us leadership in semiconductor production technology,” wrote Jefferies -Inalysts. It will include cooperation with TSMC.

TSMC can send engineers to Intel’s 3 nanometer/2 nanometer manufacturing system to ensure its viability, according to Baird. This Fab could be spun out in a new joint venture run by TSMC that would receive the US Chips Act financing, the investment bank said in a note.

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