Mon Dec 29 13:00:00 UTC 2025: ## Intel Poised for Major Turnaround in 2026, Analysts Say

[City, State] – [Date] – Chip giant Intel (INTC) is generating buzz as analysts predict a potential acceleration of its turnaround in 2026, following a strong 2025 that saw the stock surge approximately 80%. Fueled by a new CEO, strategic investments from the U.S. government, Softbank, and Nvidia, and progress in its advanced chip manufacturing capabilities, Intel is looking to regain its technology leadership and capitalize on the growing demand for AI chips.

Despite current lackluster profits, experts suggest that Intel’s financials are on the cusp of significant improvement. A key driver is the relocation of chip production from Taiwan Semiconductor Manufacturing (TSMC) to Intel’s own state-of-the-art fabs in Ireland and Arizona. This strategic move will allow Intel to capture the high margins currently enjoyed by TSMC.

“Intel’s foundry losses are primarily due to heavy investment in advanced fabs,” explains industry analyst [Analyst Name] from [Analyst Firm]. “As production ramps up at Intel 3 and 18A, those losses will not only reverse but should eventually turn into profits.”

Furthermore, Intel’s 18A node, featuring backside power technology, is expected to meet or exceed TSMC’s technology, giving Intel a competitive edge. There is speculation around high-NA extreme ultraviolet lithography (HNA) implementation on the 18A node. This would significantly reduce processing steps and further boost efficiency.

Beyond technological advancements, Intel is aggressively pursuing external foundry customers to rival TSMC’s dominance. Rumors are circulating that Apple may utilize Intel’s 18AP node, and other major players like Nvidia and AMD are reportedly considering Intel’s 14A node.

“If Intel secures a major external customer for its 14A node, which is slated for risk production in 2027, we could see an announcement as early as 2026,” [Analyst Name] added.

While some skeptics anticipate a pullback in Intel’s stock in 2026, the company’s relatively low market capitalization compared to other AI leaders leaves room for significant upside. If Intel can successfully execute its strategy and capitalize on its technological advancements, 2026 could be a pivotal year for the chipmaker’s resurgence.

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