Intel’s stock has vaulted to a new all‑time high of $94.10, a rise of over 400% from last year’s decade‑low. The surge follows a government‑backed investment that restored confidence in the only U.S. company conducting advanced silicon R&D.

The rally stems from a revitalized Foundry arm that now delivers higher yields across its Intel 4, Intel 3, and 18A nodes. CFO David Zinsner noted ongoing yield improvements, while Tesla’s 14A contract for the Terafab AI chip marks the first major external customer.

Consumer demand keeps the company selling chips that would otherwise be scrap. Repurposing edge‑die silicon lets Intel turn marginal yields into sellable SKUs, boosting revenue and demonstrating efficient use of existing manufacturing capacity. The company’s performance signals a broader shift in the semiconductor supply chain toward domestic production and optimized foundry operations.