Intel shares jumped over 11% on Wednesday, posting the best performance on the Nasdaq 100, following the announcement of its entry into Elon Musk's Terafab project. The American group said on Tuesday that it was joining SpaceX, Tesla, and xAI in the Terafab initiative. Led by Elon Musk, this project aims to meet the future chip requirements of the billionaire's various companies. Intel confirmed that Terafab ultimately aims to produce 1 terawatt of computing power per year.
Intel specified its intention to leverage its large-scale chip design, manufacturing and packaging capabilities. However, the group did not provide specific details regarding the extent of its operational contribution beyond this statement of principle, nor did it disclose the exact implementation timeline for the project.
This announcement reinforces the Intel turnaround narrative supported by the market since Lip-Bu Tan took charge. The former Cadence executive was appointed CEO on March 12, 2025, officially taking office on March 18, with the goal of reviving a group that is facing significant challenges in advanced semiconductors.
The stock has also benefited from US government support since last summer. In August 2025, Intel announced an agreement for an $8.9bn public investment in its capital, representing a 9.9% stake. This backing has bolstered the manufacturer's credibility in its industrial and financial recovery efforts.
Intel Corporation is the world leading manufacturer of semiconductor. Net sales break down by family of products and services as follows:
- computing architectures products (69.7%): processors and microprocessors (Pentium, Intel Xeon brands, etc.), graphics cards, chips and motherboards, connectivity products, cellular modems, Ethernet controllers, network components, storage products, etc. for PCs, servers, data centers, cloud networks, workstations, notebooks, Internet of Things, graphics architectures, intelligent peripherals and communications infrastructures. The group also develops associated software;
- wafer manufacturing services (25.3%): accelerators, monolithic chips, silicon wafers, etc. The group also offers chiplet software and mask manufacturing equipment for advanced lithography;
- other (5%).
Net sales (including intragroup) are distributed geographically as follows: the United States (29.8%), China (24%), Singapore (18.1%), Taiwan (14.5%) and other (13.6%).
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