This article was first published on guru focus.

Intel (INTC, finance) is We have entered what experts call a new growth phase.. This is thanks to the company’s most advanced chip technology to date, the 18A manufacturing process, and a strategic push supported by U.S. industrial policy that supports semiconductor manufacturing in the United States. The company’s stock price has risen more than 100% since early 2025, thanks to government incentives, restructuring efforts and a return to profitability in the third quarter of last year. The company is currently led by CEO Lip Vu Tan. The successful launch of the 18A process, which puts Intel back on the cutting edge of chip manufacturing, is seen as an important step toward regaining the foundry’s trust with major customers. Analysts believe the new node will attract customers who want to manufacture in the U.S., as supply chain diversity remains a goal for governments and companies. Under Tan’s leadership, Intel has also benefited from lower costs, greater operational discipline and efficiency. Meanwhile, many are still feeling reassured about Intel’s manufacturing plans and revised foundry goals for 2026, although some experts say the company’s high stock price makes it less prone to mistakes as competition from NVIDIA and AMD intensifies.