Intel Corporation (INTC) has staged one of the market’s most remarkable turnarounds, with its stock surging on growing optimism surrounding its artificial intelligence (AI) ambitions, foundry expansion, and a string of high-profile customer wins. But according to a new report from SemiAnalysis, the company should raise capital while investor enthusiasm remains strong.
On June 11, the firm noted that Intel’s valuation is at its highest level since the dot-com era and said the company will need substantial funding to scale its foundry business, advance projects such as Terafab, and meet growing AI-driven demand for CPUs. SemiAnalysis urged Intel to “issue equity now,” estimating that the chipmaker could potentially raise $25 billion.
