TMSC And Intel: Just The Beginning Of A New Onshoring Reality
Portfolio Pulse from
The US government is promoting semiconductor onshoring with $30 billion in incentives, benefiting companies like Intel. This move is driven by the need to reduce reliance on foreign adversaries for critical technology. Intel's stock has already risen 18% since January 8th, and further upside is expected.

February 18, 2025 | 5:30 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Intel's stock has increased by 18% since January 8th, with further growth anticipated due to US government incentives for semiconductor onshoring. This initiative aims to reduce reliance on foreign adversaries for critical technology.
The US government's $30 billion incentive for semiconductor onshoring directly benefits Intel, as it aligns with the national strategy to reduce dependency on foreign tech. This policy is a significant catalyst for Intel's stock, which has already seen an 18% increase.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100