Intel concluded 2025 with its stock price surging approximately 80%. This performance was largely driven by significant investments from the U.S. government and SoftBank.

The company's financial standing was further bolstered by a strategic partnership with Nvidia. Nvidia recently completed its $5 billion investment.

Intel continues its turnaround efforts. Analysts are optimistic about the company's potential to regain its competitive edge in 2026.

A key factor in this outlook is the 18A process node. This technology is expected to challenge the technological lead held by rival Taiwan Semiconductor Manufacturing (TSMC).

Increased production capacity from the Arizona factory is also anticipated. This expansion will help meet the growing demand for Intel's data center products.