$Intel(INTC)$ Counterpoint Research is taking a bullish view on Intel's foundry business. Analyst Neil Shah sees Intel's chip-packaging strategy as a potential way to challenge Taiwan Semiconductor in the AI hardware market. Shah said he expects more than 130 million GPUs and custom AI accelerators to ship with advanced memory packaging over the next five years, generating nearly $2 trillion in computing revenue. His view is that competition is shifting from simply making smaller chips toward finding better ways to connect processors, memory and other components. That shift matters because AI systems need faster memory access, more computing power and more efficient connections. Shah sees these constraints as creating opportunities for compan
HSBC has doubled its price target on $Intel(INTC)$ , with Frank Lee raising the target from $100 to $200 while keeping a Buy rating. The upgrade comes from Intel Foundry Services being included in the bank's sum-of-the-parts valuation for the first time, and this now stands as the Street's most bullish call by a wide margin. Lee's view centers on tight global advanced packaging and wafer capacity, especially around TSMC CoWoS constraints, which he sees pushing hyperscalers toward Intel's EMIB packaging and 18A. HSBC also raised its 2026 and 2027 server CPU shipment growth estimates to 25% and 30% year over year, which drives their DCAI revenue projections well above consensus. Management reinforced that picture, noting 18A yields are tracking
$Intel(INTC)$ Masayoshi Son, the billionaire head of SoftBank Group, is the most notable "billion-dollar investor" heavily backing Intel. SoftBank held a $12.1 billion stake in INTC as of their latest quarterly disclosure. In a massive vote of confidence, SoftBank directed roughly 67% of its total U.S. stock portfolio into Intel, having initially secured a massive 86.96 million share position at a cost basis of $23 per share back in September 2025.