Intel shares climbed over 4% on Monday. Investors shifted focus toward U.S.-based semiconductor manufacturing due to geopolitical concerns regarding Taiwan’s market concentration. This movement highlighted Intel’s domestic foundry expansion and its 18A process technology.
The company announced strategic AI and 6G network alliances with Ericsson and Infosys. Optimism grew following reports of a potential collaboration with Nvidia ahead of the GTC conference. Market confidence was further supported by the Core Ultra 200S Plus processor launch and increased institutional buying.