By Simply Wall St
Publication Date: 2026-04-21 06:04:00
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Google is expanding its custom chip partnership with Broadcom, testing Intel’s efforts to grow its AI focused foundry and custom silicon business.
The shift affects one of Intel’s key hyperscale relationships at a time when the company is highlighting progress in AI manufacturing and large projects such as Terafab.
Investors are watching how this development fits into Intel’s long term foundry roadmap and its position in advanced custom AI chips.
Intel (NasdaqGS:INTC) enters this news cycle with a share price of $65.7 and a very large 1 year return, alongside a 66.8% return year to date and 49.8% over the past month. Those numbers reflect a market that has already priced in meaningful expectations around AI and foundry execution, so changes in big customer relationships can matter for sentiment.
The deepening Google Broadcom…
