Intel's AI-Fueled Comeback - Why The Chip Giant Is Back In The Game

Summary

• Intel is undergoing a major transformation, shifting from a CPU-centric model to a multi-platform foundry and AI silicon leader, yet remains deeply undervalued.
• Recent financials show business stabilization, positive cash flow, and strong foundry momentum, with external orders exceeding $15 billion and government subsidies de-risking capex.
• AI PC and datacenter accelerator launches position INTC for secular growth, while U.S. policy support creates a unique strategic advantage over global peers.
• At just 1.8x sales and 16x EV/EBITDA, Intel offers over 80% upside if management executes, making it a compelling turnaround play for patient investors.

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Introduction

Intel's (NASDAQ:INTC) narrative has shifted from one of chronic underperformance to a tangible turnaround, and the market has not kept pace with the change. Shares trade barely above book value and at a fraction of the multiple enjoyed by

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