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TOKYO / SANTA CLARA ā August 18, 2025 ā Japanese investment conglomerate SoftBank Group Corp. announced Monday that it will make a $2 billion equity investment in Intel Corporation, marking a significant vote of confidence in the U.S. chipmaker as it seeks to regain ground in the global semiconductor race.
The agreement, signed by both companies, involves SoftBank purchasing Intel common stock at $23 per share under a definitive securities purchase arrangement. The transaction is subject to customary closing conditions and regulatory approvals.
š Strategic Alignment in Semiconductor Innovation
The investment comes as Intel continues its turnaround efforts following a challenging period marked by supply chain disruptions, intensified competition, and declining market share. Intelās stock had lost over 60% of its value in 2024 but has rebounded by 18% year-to-date in 2025.
SoftBank Chairman and CEO Masayoshi Son emphasized the strategic nature of the deal:
āSemiconductors are the foundation of every industry. This investment reflects our belief that advanced semiconductor manufacturing and supply will further expand in the United States, with Intel playing a critical roleā.
Intel CEO Lip-Bu Tan welcomed the partnership, noting that SoftBankās backing aligns with Intelās long-term goals in AI infrastructure, cloud computing, and next-generation chip design.
š§ Broader Context: AI and Infrastructure Expansion
SoftBankās investment in Intel is part of a broader push into AI hardware and infrastructure. The group has recently expanded its holdings in Nvidia and Taiwan Semiconductor Manufacturing Co. (TSMC), and is leading major funding rounds for AI ventures including OpenAI and Ampere Computing.
The move also complements Intelās efforts to scale up domestic chip manufacturing under the U.S. CHIPS Act, which aims to reduce reliance on overseas production and bolster national security.
š Market Reaction and Outlook
Intel shares rose 4% in extended trading following the announcement, reflecting investor optimism about the strategic partnership and its potential to accelerate Intelās recovery and innovation pipeline.
Industry analysts view the deal as a signal of renewed confidence in Intelās roadmap, particularly in areas such as advanced node fabrication, AI accelerators, and edge computing.