Intel has just announced that its Q3/2025 business results have exceeded Wall Street's expectations, marking an important step forward in its recovery efforts after many failed quarters. Revenue reached 13.7 billion USD, up 800 million USD over the same period, while net profit reached 4.1 billion USD. This is considered a spectacular "overturn" compared to the loss of 16.6 billion USD last year.
This success comes from cost cuts, personnel restructuring and strategic investment chains from many "big guys". In just the past three months, Intel has added more than $20 billion to its financial balance sheet.
Of which, softBank poured in 2 billion USD, Nvidia invested 5 billion USD to cooperate in developing chips, and the US Government spent 5.7 billion USD in a plan to hold a 10% stake in Intel. This is the first time the US government has held a large stake in a domestic semiconductor enterprise.
Intel's Lip-Bu Tan said the investments give Intel more financial flexibility and confidence in implementing the recovery strategy. He also affirmed his commitment to maintaining Intel's role as a leading US-based semiconductor manufacturer in the context of an increasingly geopolitical chip industry.
In parallel with the investments, Intel also sold assets, withdrew from Altera (recovering $5.2 billion) and sold shares in self-driving vehicle technology company Mobileye.
However, the current focus is still on the chip manufacturing segment according to orders. This is considered a vital factor for Intel's long-term growth. Although Lip-Bu Tan has made large-scale personnel cuts in the summer, he has kept chip manufacturing as a strategic spearhead.
The US government also sets binding conditions that Intel will be fined if it divests from chip manufacturing in the next 5 years. This shows that Washington sees this as an important piece in the national semiconductor strategy.
"Building a world-class foundry system is a long journey based on trust. We need to learn how to satisfy customers, these are the ones who rely on Intel for the best performance, cost and progress," said CEO Lip-Bu Tan.
Analysts say that if Intel is successful in the field of custom chip manufacturing, the company will not only recover but also challenge the position of TSMC and Samsung in the global semiconductor industry.
