Intel stock surges 10% as EMIB technology adopted for Alphabet's next-gen TPU

11 articles · Updated · Barron's · Apr 29

Intel shares hit a record $94.10, up 136% year to date and over 350% in 12 months.
The rally follows reports that Alphabet will use Intel’s EMIB chip-packaging technology in its upcoming tensor processing units, boosting optimism for Intel’s struggling foundry business.
Improved sales growth, rising profit margins, and increased 2027 earnings estimates have also contributed to investor confidence under CEO Lip-Bu Tan’s leadership.

With Google's new TPUs using TSMC, is the reported Intel deal just market hype?

Is Alphabet's rumored partnership the key to finally making Intel's foundry profitable?

Does Intel's soaring stock price ignore major risks from its China supply chain?

Can Intel's foundry truly challenge TSMC's long-held dominance in the AI chip era?

Is the CPU's resurgence in AI data centers a sustainable long-term win for Intel?

Will CHIPS Act funding truly make Intel a secure alternative to Asian chipmakers?