By Simply Wall St
Publication Date: 2026-01-29 04:32:00
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Nvidia and Apple are reported to be exploring Intel’s foundries for 2028 chip production, signaling potential high profile foundry customers for Intel.
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The U.S. government has taken a substantial equity stake in Intel as part of its national security and industrial policy objectives.
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These developments link Intel’s future more tightly to both major chip clients and U.S. policy priorities in the global semiconductor supply chain.
Intel, NasdaqGS:INTC, is trading at $48.78, with the share price up 30.8% over the past month and 23.9% year to date. The stock has also delivered a 143.8% return over the past year, although the 3 year return is 67.6% and the 5 year figure reflects an 8.8% decline. This combination of recent strength and longer term volatility frames how investors may view the latest foundry and policy developments.
Potential foundry work from Nvidia and Apple, together with a direct U.S. government stake, could influence how investors think about Intel’s customer mix, risk profile, and role in the supply chain. As details on contracts, capacity commitments, and government expectations emerge, the market will have more concrete information to compare with Intel’s current valuation and recent share price momentum.
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