We update our previous bold plan to spin out foundry and set expectations for why an investment in Intel will take many years and more likely a decade to break even — and why that still may make sense.

Intel has demonstrated a reference system-on-chip (SoC) built on its 18A process that does not rely on the x86 architecture, indicating the company’s plans to position the node for wider adoption beyond its own products.

Interest from the US government potentially signals Intel as a critical player in U.S. semiconductor and national security strategy.

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Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with semiconductor giants Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently securing controversial export licenses to sell chips in China.

In the latest sign of ongoing struggles Intel, one of the semiconductor giant’s spinoff companies has announced dozens of Bay Area layoffs. Altera Corporation, a programmable logic devices (PLD) company that was acquired by Intel in 2015,

Intel's foundry strategy is faltering, with CEO Lip-Bu Tan signaling a shift away from advanced node development. Learn more about INTC stock here.

Trump’s comments indicate a change of heart since last Thursday, when he called for Lip-Bu Tan to “resign immediately ” because he is “highly conflicted” via a post on Truth Social. Such conflicts of interest were outlined in a letter by Arkansas Senator Tom Cotton the day before, who alleged Tan “has deep ties to the Chinese Communists.”