Intel relies heavily on ASML’s advanced High-NA EUV lithography starting in 2026.
This strategy aims to regain the chip manufacturing lead from competitor TSMC. The effort addresses declining revenue trends and slower growth projections compared to the broader semiconductor industry.
Analysts warn the transition is capital-intensive and carries significant execution risk. Intel stock gained 30% in the last month, but concerns remain whether revenue growth justifies this surge.
Projections indicate Intel will be unprofitable again in 2026. The company hopes to return to profitability in 2027, contingent on the successful implementation of its new manufacturing processes.