BIG NEWS: Trump Revives Intel with 9% Surge After Forcing Potential Intel-TSMC Joint Venture…

Intel is back, baby—at least, that’s what the stock chart says. Shares have ripped more than 21% in 2025, including a 9% pop on Thursday, as investors pile into the corpse of America’s once-mighty chip giant like it’s some kind of semiconductor Lazarus. The catalyst? A potential forced marriage with TSMC and Uncle Sam opening his wallet to bankroll it all.

(Source: Giphy) 

Now of course, we all know Intel has been getting its a$$ kicked for years. While Nvidia was busy becoming a trillion-dollar AI juggernaut, Intel was out here fumbling chip designs, delaying node transitions, and losing market share like it was a hobby. But now, thanks to the Trump administration’s sudden obsession with making U.S. chipmaking great again, Intel might just have a pulse.

The situation is as follows: The U.S. wants to bring more chip manufacturing stateside because relying on Taiwan for cutting-edge silicon is a geopolitical time bomb waiting to explode. And since Intel is the last major American player with any real foundry capacity, it’s suddenly too big to fail.

(Source: Yahoo Finance) 

However, while the CHIPS Act was the first giant pile of taxpayer cash designed to bribe companies into building fabs in the U.S.--the problem is that Intel’s execution has been garbage, and TSMC—the real king of chip manufacturing—hasn’t been super eager to move its high-end R&D offshore.

So now, according to supply chain rumors, the U.S. government might force Intel and TSMC into a joint venture. The idea is that TSMC would parachute in its engineers to clean up Intel’s foundry mess, spin off a new fab unit, and use that to ensure America stays competitive in advanced chip manufacturing. Translation: Intel gets a lifeline, TSMC gets a foothold in U.S. subsidies, and the government gets to pretend it fixed the semiconductor supply chain.

(Source: Pune News) 

Naturally, Wall Street is eating this up like it’s the second coming of the dot-com boom. On the other hand, while Intel stock is ripping, it’s being fueled more by government handouts and speculative hype than actual business execution. The company has been bleeding cash trying to compete with TSMC, and even if this rumored deal happens, it won’t magically fix Intel overnight.

Also, don’t forget—Intel’s foundry business has been a dumpster fire for years. Just because TSMC might step in doesn’t mean they can fix it anytime soon. Plus, The U.S. government is terrible at picking winners. Just because Washington is throwing money at Intel doesn’t mean it’ll work out.

But, but, but, then again, if this Intel-TSMC joint venture actually happens, it could be a game-changer—but it’s far from a sure thing. The stock might keep running on government hype, but at some point, Intel has to actually execute.

For now, this smells a lot like a classic dead-cat bounce dressed up as a national security play. If you’re holding Intel, congrats you just got more action than you’ve had in a long, long time. But if you think this is the start of Intel reclaiming the semiconductor throne, you might want to calm down and remember how badly they’ve screwed this up before.

(Source: Giphy) 

In the meantime, keep an eye on Intel as shares are currently up 9.23% on the day. Meaning don’t be dumb and place your bets accordingly. As always, stay safe and stay frosty, friends! Until next time… 

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Stocks.News holds positions in Intel as mentioned in the article.