Before Deal with Apple? Two Potential Catalysts for Another Rally!
Intel remains one of the most exciting comeback bets in the chip sector. The initial upward wave has already led to a 100% rally.
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On Friday, reports circulated that Apple could have its lowest M-processors manufactured by Intel (i) starting in 2027. This is mainly about relying more on domestic suppliers. I see Intel (i) as a comeback bet, which we have already included in the US model portfolio of TraderFox since mid-March 2025. What, in my opinion, will trigger the next rally? I see two events: First, there has been significant progress in scaling and yield improvements with the 18A and 4A processes. The 14A process is for external customers. According to Intel, the 14A...
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