I remain cautious. Intel has missed key opportunities for 20 years, and turning around its loss-making foundry won’t be easy. Talks with Apple or cloud giants are promising, but execution is the real test. The company needs to prove it can deliver competitive products and regain credibility in cutting-edge markets.
There’s also a political angle. Meta’s investment may signal alignment with U.S. strategy more than pure returns. Intel’s comeback depends as much on politics as technology, so I’m cautiously optimistic. If it succeeds, we could see a reshaping of the semiconductor landscape, with Intel reclaiming a central role.
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