Intel Stock: Strategic Shifts Spark 17% Rally in 2025

Intel's stock has demonstrated remarkable momentum since the beginning of 2025, with shares surging more than 17% year-to-date and an impressive 23% gain in the most recent trading week. This upward trajectory marks a significant reversal from the previous year's performance, primarily driven by technological advancements. The company's 18A semiconductor manufacturing process has reportedly outperformed competitor TSMC's 2-nanometer process, potentially positioning Intel to reclaim market share in the competitive chip industry.

Strategic Restructuring Plans

Adding to the stock's momentum are reports of potential strategic changes within the company. Intel is reportedly in exclusive negotiations with Silver Lake regarding a majority stake in its Altera programmable chip division, with discussions expected to conclude by early 2025. Additionally, industry giants TSMC and Broadcom have expressed interest in various Intel business segments, with Broadcom eyeing the chip design and marketing operations while TSMC considers production facility acquisitions. This restructuring initiative, coupled with strong U.S. government support for domestic chip production, has generated significant investor optimism.