Analyst commentary on January 12, 2026, highlighted Intel's first shipment using the 18A manufacturing process. This shipment was initially announced on Wednesday, January 7th. Analysts view the event as a major catalyst for the company's foundry business and turnaround strategy.
The successful shipment suggests Intel’s manufacturing capabilities are more competitive than previously assumed. It also serves as evidence of improved execution under current management.
This technical news, combined with supportive comments from President Trump after a meeting with Intel’s CEO on January 8th, drove a significant positive market reaction. Intel stock gained 10.8% on Friday, January 9th.
Analysts suggest these developments are key drivers in the market’s re-evaluation of the company’s future prospects. Intel seeks to regain market share from competitors such as TSMC.