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Intel (INTC) has been the best-performing semiconductor stock in 2025, a dramatic reversal from 2024 when it was the Philadelphia Semiconductor Index’s worst performer. Intel’s shares fell 60% last year but now are nearly 30% higher year to date, outpacing rivals Nvidia (NVDA) and Broadcom (AVGO). Investors are growing more confident in the strategic turnaround of Intel, its new management, and the potential for a resurgence of semiconductor manufacturing in the United States.
Intel’s turnaround gained steam with the hiring of former board member Lip-Bu Tan as CEO, which was a shift toward operational efficiency. The company remains deeply unprofitable, but investors are optimistic that a new strategy emphasizing AI and chip production will drive a turnaround in the long run. The question now is if the recent rally is sustainable given the company’s ongoing financial struggles.
