• Intel stock jumped 86% in 2025 but the manufacturing segment lacks a major external client.
• US government’s $9B investment supports Intel’s domestic foundry ambitions amid geopolitical tensions.
• Investors should watch Intel’s new chip releases as success will influence foundry business viability.

In 2025, Intel (INTC) saw an impressive 86% stock gain, surpassing many of its Big Tech rivals. This surge came alongside a CEO change, strong government backing, and big investments from Nvidia and SoftBank. Despite this, Intel’s manufacturing division still needs to secure a key external customer to become profitable.

• Intel stock outperformed Advanced Micro Devices (AMD) and several “Magnificent Seven” tech stocks in 2025.
• Government and private investments totaled over $16 billion.

Will you consider Intel for your portfolio amid its turnaround?

The US government invested $9 billion in Intel under the CHIPS Act to boost domestic semiconductor manufacturing. This funding is critical amid supply chain risks highlighted by the pandemic and geopolitical strain with China.

• The government's 10% ownership stake could give Intel influence over chip trade policies.
• Onshoring aims to reduce dependency on Taiwan Semiconductor Manufacturing Company (TSMC).

Does national security motivate your investment decisions in tech stocks?

Major players SoftBank and Nvidia contributed $2 billion and $5 billion respectively to Intel. These investments helped offset losses, but Intel's foundry hasn't secured manufacturing deals with these partners yet.

• Nvidia did not commit to using Intel’s foundry in their deal.
• Intel faces competition from TSMC’s $165 billion US expansion.

Will Intel’s investments convert into sustained partner manufacturing contracts? Share your view.

Intel is promoting its 18A process technology internally, with hopes to convince external customers through upcoming chips like Panther Lake and Clearwater Forest. The next-gen 14A process is considered pivotal for foundry viability.

• Rumors suggest Apple may use Intel’s 18AP process for low-end chips.
• Intel’s next 12-18 months are crucial to demonstrate technological edge.

Will Intel’s manufacturing technology innovations sway chipmakers away from TSMC?

1. Monitor Intel’s upcoming chip product launches for market reception.
2. Watch Intel’s ability to secure external manufacturing clients.
3. Evaluate geopolitical factors impacting semiconductor supply chains.
4. Consider government policy influence on Intel’s strategic moves.
5. Review competitor expansions, notably TSMC’s US investments.

Poll Idea: How likely are you to invest in Intel over the next 12 months given its manufacturing challenges and government backing? Options: Very Likely, Somewhat Likely, Neutral, Unlikely, Very Unlikely.

Calculator Suggestion: Estimate your portfolio impact if Intel stock maintains a compounded annual growth rate similar to 2025’s 86% surge over the next 3 years.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Please consult a financial advisor before making investment decisions.