Under CEO Lip-Bu Tan, Intel is accelerating cost-cutting and streamlining its product roadmap, but manufacturing remains the core bottleneck. Capacity limits and subpar 18A yields continue to weigh on margins, reinforcing that this is a supply-side issue rather than a demand problem.
Despite the pullback, Intel has still outperformed the broader semiconductor index over the past year, supported by renewed investor confidence and backing from Nvidia $NVIDIA(NVDA)$ , SoftBank, and the U.S. government.
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