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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+18.21%
) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector.
Why semiconductor stocks surged today
The move is a combinat
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's Why the Direxion Daily Semiconductor Bull 3X ETF Soared Today (Hint: It's Alphabet and Intel Related)
Lee Samaha, The Motley Fool
Mon, June 8, 2026 at 10:08 AM PDT 3 min read
NVDA
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The Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) is an ETF that uses leverage to seek to generate 300% of the
2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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Semiconductor Bonding Market: USD 1.45 Billion by 2031 with Consumer Electronics Holding 38.23% Share in 2025 | Mordor Intelligence Report
PR Newswire
Mon, June 8, 2026 at 8:24 AM PDT 5 min read
HYDERABAD, India, June 8, 2026 /PRNewswire/ -- According to Mordor Intelligence, the global semiconductor b
2026-06-08
ca.finance.yahoo.com
2026-06-08
Yahoo! Finance Canada
Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?
Supriyo Bose
Mon, June 8, 2026 at 8:18 a.m. PDT 6 min read
INTC
+12.33%
AMD
+5.09%
NVDA
+1.79%
LSCC
+3.69%
Intel Corporation INTC and Lattice Semiconductor Corporation LSCC are two premier semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Intel
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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The move extends a remarkab
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
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INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
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INTC
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+2.80%
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+1.73%
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
By
Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
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2026-06-08
Zacks Investment Research
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2026-06-08
sherwood.news
2026-06-08
Sherwood News
Jon Keegan
17M
Intel shares soar on report of Google chip deal, possible future Nvidia business
Shares of IntelINTC $108.46 (9.37%) soared in early trading on a report that GoogleGOOGL $361.70 (-1.79%) and NvidiaNVDA $207.05 (0.95%) are considering turning to the chipmaker as a backup supplier to TSMCTSM $426.52 (2.73%), as surging demand continues to outpace supply.
Google and Nvidia Consider I
2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
Yahoo Finance
Alphabet taps Intel to make three million in-house chips, The Information reports
FILE PHOTO: Illustration shows Intel logo · Reuters
Reuters
Mon, June 8, 2026 at 9:12 AM AST 1 min read
INTC
+9.79%
GOOG
-1.14%
NVDA
+1.88%
TSM
+3.57%
TSLA
+1.97%
June 8 (Reuters) - Alphabet's Google has placed an order with Intel to manufacture more than three million tensor processing units in 2028, The Informat
2026-06-08
news.google.com
2026-06-08
U.S. News - Money
2026-06-08
www.investing.com
2026-06-08
Investing.com
Oil prices pare gains after Iran said to end military operations against Israel
Fresh Mideast strikes; Apple’s developers conference - what’s moving markets
Investing.com -- Intel (NASDAQ:INTC) shares rose 12% Monday morning after The Information reported that Google and Nvidia are considering the chipmaker as a backup manufacturer for advanced processors.
The report cited four people with dire