Intel’s strategic pivot towards becoming a major player in AI chip manufacturing has garnered significant attention from Wall Street analysts. The company’s foundry business is positioning itself to compete with industry leaders like TSMC by manufacturing AI chips for other companies, including potential rivals. Analysts from Melius Research project that Intel’s foundry revenue could reach $25 billion by 2030, marking a substantial increase from current levels. The company’s manufacturing capabilities are particularly appealing for AI chip production, as it operates advanced facilities in the United States and Europe, offering an alternative to TSMC’s Taiwan-based operations. Intel’s strategy includes significant investments in manufacturing capacity and technological advancement, with plans to achieve process parity with TSMC by 2025. The company has already secured notable customers like Microsoft and is actively pursuing partnerships in the AI chip manufacturing space. Market response has been positive, with Intel’s stock showing strong performance and analysts maintaining optimistic outlooks. However, challenges remain, including the need for substantial capital investment and competition from established players. The success of Intel’s foundry business could significantly impact its position in the rapidly growing AI chip market and potentially reshape the semiconductor manufacturing landscape.