$INTCB
Intel ($INTC): The Comeback Is Getting More Interesting. 👀
Intel’s Q2 2026 revenue reached $16.1B, up 25% YoY, while Data Center & AI revenue jumped 59% to $6.3B.
But the bigger story may be 18A.
Intel’s latest 18A progress includes High-NA EUV being used in high-volume production, while Panther Lake and Xeon 6+ are built around the new process technology.
So Intel is no longer just trying to defend its CPU business.
It’s trying to rebuild three things at once:
→ AI & data-center demand
→ 18A manufacturing
→ Intel Foundry
The opportunity is obvious — but so is the risk.
Can Intel turn its technology comeback into a sustainable business comeback?
That’s the part I’m watching. 👀
#INTC #Intel #AI #Semiconductors #Foundry #Stocks #Investing
Intel ($INTC): The Comeback Is Getting More Interesting. 👀
Intel’s Q2 2026 revenue reached $16.1B, up 25% YoY, while Data Center & AI revenue jumped 59% to $6.3B.
But the bigger story may be 18A.
Intel’s latest 18A progress includes High-NA EUV being used in high-volume production, while Panther Lake and Xeon 6+ are built around the new process technology.
So Intel is no longer just trying to defend its CPU business.
It’s trying to rebuild three things at once:
→ AI & data-center demand
→ 18A manufacturing
→ Intel Foundry
The opportunity is obvious — but so is the risk.
Can Intel turn its technology comeback into a sustainable business comeback?
That’s the part I’m watching. 👀
#INTC #Intel #AI #Semiconductors #Foundry #Stocks #Investing