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Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround
Key takeaways
- Intel is up 257% YTD, but the real test is converting Google and NVIDIA relationships into named Intel 18A foundry customers.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut.
- Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world's most advanced chips, and where.
Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround Alex Sirois Fri, June 26, 2026 at 9:06 PM GMT+7 3 min read INTC 2330.TW NVDA 9984.T GOOGL Quick Read Hyperscalers are funding INTC as a geopolitical hedge against TSM, with $8.9B in CHIPS Act backing plus NVIDIA and Soft Bank investment already committed.
Intel is up 257% YTD, but the real test is converting Google and NVIDIA relationships into named Intel 18A foundry customers.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
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