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Intel Corporation’s Reinvention Tour: Progress, Delays, and the Foundry Gamble

Intel Corporation’s Reinvention Tour: Progress, Delays, and the Foundry Gamble

KAHROS Team

TL;DR

Quick Summary

  • Intel (INTC) just delivered a Q4 2025 beat but paired it with softer Q1 2026 guidance, keeping the stock volatile.
  • The real story is Intel’s high-stakes pivot into chip manufacturing for others (foundry), built around its 18A process and future products like Panther Lake.
  • Execution on foundry customers and AI/data center growth will matter far more than any single quarter’s earnings surprise.

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