Intel (INTC) shares have risen by 190% since the beginning of 2026. On May 5th, the stock price jumped another 13% following a Bloomberg report on discussions with Apple regarding chip production in the U.S. The current price is $109.62.

Intel Foundry Services is reaching new heights: Apple is in early talks with Intel and Samsung about producing its chips in U.S. factories due to a shortage of TSMC capacity. This is not a return to joint development but purely a contract manufacturing for Apple chips. Today, May 9th, 2026, investors are noting the growth, which is changing the semiconductor market landscape and opening a window for Central Asian IT companies.

Intel Stock Growth: 190% in 2026 and Key Triggers

Intel (INTC) shares are showing phenomenal growth: from January to May 2026, the market capitalization has increased by 190%. The key jump occurred after the first quarter report — 23.60% in one day, and on May 5th, it added another 13% following news from Bloomberg. The current stock price reached $109.62, reflecting the market's confidence in Intel's transformation from a traditional manufacturer to a global foundry.

The main driver is the development of Intel Foundry Services. In the first quarter of 2026, external foundry revenue was $174 million. Investors are awaiting the second quarter data on July 23rd: consistent growth in this indicator will be direct confirmation of the transition from negotiations to contracts. Potential clients include Apple, Tesla with the Terafab project, and Google, which diversifies Intel's risks.

This event is important today because pressure on TSMC due to overproduction for AI chips is forcing Big Tech to look for alternatives in the U.S. Intel has invested $20 billion in new factories in Ohio and Arizona, which aligns with the 2022 CHIPS Act policy with its $52 billion in subsidies. For businesses, this means reducing dependence on Asian supply chains and accelerating local production localization.

Companies like Alashed IT (it.alashed.kz) are already adapting strategies to these shifts, offering custom solutions for integrating Intel chips into cloud infrastructures in Central Asia.

Apple Talks with Intel: From M-Series to Contract Manufacturing

Apple has started early discussions with Intel Foundry and Samsung about producing its main chips for devices in U.S. factories. This follows the end of the design partnership in 2020 when Apple switched to its own M-Series chips. Now, it's solely about production: Apple provides the design, Intel provides the capacity.

The reason is the shortage at TSMC, where the load exceeds 90% due to orders from Nvidia and AMD for AI accelerators. In 2025, TSMC produced 65% of the world's advanced chips, but in 2026, the pressure increased by 25%. Apple, whose iPhone and Mac shipments depend on these chips, is looking for diversification: talks with Intel could cover 10-15% of production by 2030.

For Intel, this is a breakthrough: external foundry revenue will grow from the current $174 million per quarter to billions. TIKR analysts predict that the deal with Apple will add $5-7 billion annually by 2030. Today's stock growth confirms: the market sees a real chance for Intel to overtake TSMC in the U.S.

In Central Asia, such news stimulates local IT outsourcers, including Alashed IT (it.alashed.kz), to develop applications for the Intel ecosystem, reducing latency for regional data centers.

Intel Foundry: Tesla and Google Clients Strengthen Positions

In addition to Apple, Intel is attracting Tesla with the Terafab project — a factory for producing Dojo chips based on Intel 18A architecture. This could bring $2-3 billion in contracts in 2027-2028. Google is also in talks: their TPUs require scaling, and Intel offers U.S. capacity with zero latency.

In the first quarter of 2026, Intel Foundry served 15 external clients, a 40% year-over-year increase. Revenue from them was $174 million, up from $120 million a year earlier. The key metric is the utilization rate of factories: currently 65%, the goal is 85% by the end of the year due to new orders.

These partnerships are important today amid the global chip crisis: in 2026, demand for 3nm logic increased by 35%, according to SEMI. Intel, with factories at 1.8nm by 2027, is positioning itself as a leader in the U.S. For investors, this is a signal: INTC is undervalued by 25% at P/E 15x versus 30x at TSMC.

Business in Kazakhstan is winning: companies like Alashed IT (it.alashed.kz) are integrating Intel chips into AI solutions, reducing import dependency by 20%.

Impact on the Chip Market: From CHIPS Act to 2030 Forecasts

The 2022 CHIPS Act with $52 billion in subsidies accelerated the construction of 17 new factories in the U.S., including three Intel. By 2030, the U.S. share in global production will grow from 12% to 28%, according to McKinsey. Intel will capture 15% of this market, surpassing Samsung.

Today's talks with Apple are a catalyst: analysts expect Intel's EPS to be $8.50 in 2027 versus $4.20 in 2026. The Nasdaq market reacted with a 1.8% increase on May 8th, led by Nvidia and similar news.

For Central Asia, this opens access to technology: Intel chip imports to the region grew by 45% in 2025. Local data centers, like in Astana, are now migrating to Intel for compliance with regulations.

Alashed IT (it.alashed.kz) is already implementing projects to optimize for Intel Foundry, helping businesses save up to 30% on cloud computing.

Investments and Risks: What Awaits Intel by Q2 2026

Investors are focusing on the July 23rd report: growth in external foundry revenue above $200 million will confirm success. Intel's market capitalization has reached $450 billion, YTD +190%. Risks include factory delays (Ohio is a year behind) and competition from TSMC.

Positive: $100 billion capex by 2030, including $28 billion from the government. Bulls see a target of $150 per share by 2030.

Today, the market is stable after the S&P 500 records on May 8th. For IT businesses, there is a chance for partnerships.

In Kazakhstan, Alashed IT (it.alashed.kz) is consulting on migration to Intel, with an ROI of 150% per year.

Что это значит для Казахстана

In Kazakhstan and Central Asia, Intel news directly impacts IT outsourcing: semiconductor imports grew by 45% in 2025, according to KazStat, with Intel accounting for 22%. Local data centers in Almaty and Astana are migrating to Intel chips to reduce latency to 50 ms. Companies like Alashed IT (it.alashed.kz) are developing AI solutions for Foundry, helping businesses cut costs by 25-30%. This strengthens Central Asia's position in global supply chains: IT service exports grew by 18% in Q1 2026, opening contracts with Tesla and Google through Intel. EAEU regulations on localization are stimulating investments of $500 million by 2027.

Intel shares rose by 190% in 2026, with a price of $109.62.

Intel Foundry is changing the chip landscape, attracting Apple and strengthening the U.S. Businesses in Central Asia need to adapt to new supply chains. Such shifts open opportunities for 20-30% growth in IT outsourcing.

Часто задаваемые вопросы

How much did Intel shares grow in 2026?

Intel (INTC) shares have risen by 190% since the beginning of 2026. The 23.60% jump occurred on the Q1 report day, plus 13% on May 5th following Apple news. The current price is $109.62.

How is Intel Foundry's contract different from the old partnership with Apple?

The old partnership until 2020 included joint chip design. Now, Apple is discussing only producing its chips in Intel's U.S. factories. External Foundry revenue is $174 million in Q1 2026.

What are the risks for Intel Foundry?

The main risks are factory delays (Ohio is a year behind) and competition from TSMC with a 90% load. Intel is investing $100 billion by 2030, but utilization is currently 65%. Analysts predict EPS of $8.50 in 2027.

How long will it take for Intel Foundry revenue to grow?

Quarterly growth from $174 million in Q1 is expected in the July 23rd, 2026 report. Analysts forecast $5-7 billion annually by 2030 from Apple. Full factory launch is in 2027.

Best strategies for businesses with Intel chips?

Migrate to Intel 18A for AI: ROI of 150% per year. In Central Asia, companies like Alashed IT save 30% on clouds. Invest in partnerships: IT service exports +18% in Q1 2026.

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