Partnership with Tesla? Why the stock has long-term multiplication potential!
Tesla could build a "Terafab" with Intel due to tight capacity constraints. That would be a remarkable reference customer!
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Intel (i) has performed well in 2025. In the US model portfolio, we are pleased with a 65% book profit. On the night of November 7, 2025, Elon Musk introduced a partnership for the construction of a gigantic factory - a "Terafab." The demand for AI chips from suppliers Samsung and TSMC is not sufficient in the long term. It would be a good reference customer to prove that the 18A and 14A production processes are competitive. This leads us to the perspective of the next three to five years: The long-term story is that Intel will manage to catch...
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