Jun. 13 at 7:55 PM
$INTC is increasingly being tied into the AI infrastructure narrative, with demand signals strengthening across the semiconductor supply chain.
Recent catalyst: a reported partnership with
$GOOGL involving over 3M AI chips to be manufactured starting in 2028, reinforcing long-cycle visibility into Intel’s foundry roadmap.
Market focus is shifting toward the 18A node execution story, which is becoming the key re-rating driver for sentiment.
If momentum continues, the next levels in focus are
$135 short term, then
$150 into June.
This is turning into a leadership test for the semiconductor complex.