Intel’s stock, which soared over 350% in the past year, is now down 25% from its peak—but signs point to a powerful rebound. TSMC’s latest earnings call reveals a major shift: agentic AI is driving renewed demand for CPUs, not GPUs. With Intel dominating the server CPU market at over 50%, and that segment projected to hit $120 billion by 2030, the timing couldn’t be better. TSMC’s data shows a growing balance of CPUs to GPUs in AI data centers, which could fuel Intel’s data center and AI division. Plus, Intel’s confirmed CPU price hikes due to supply constraints add further upside. All eyes are on their Q2 earnings report July 23—could this be the catalyst for a major comeback?
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