Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. <\/p>\n
Intel Corp. is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. <\/p>\n
The Custom Silicon Push <\/p>\n
During Intel’s second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips. Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dominate this space. <\/p>\n
“I think first of all, this is a massive opportunity. I think potentially it’s over $100 billion TAM market,” Tan stated. He pointed to strategic collaborations, such as co-developing a next-generation security processor with Fortinet Inc., as prime examples of Intel’s growing custom silicon momentum. <\/p>\n
Don’t Miss: <\/p>\n
Manufacturing Advantage <\/p>\n
To dominate this massive revenue pool, Intel is relying on its ability to handle both the creation and production of silicon in-house. Tan emphasized that the company’s end-to-end capabilities create a distinct competitive moat against fabless rivals. <\/p>\n
“We are the only company that can design, manufacturing, build the entire range of computing solutions from general purpose, traditional CPUs and GPUs, to more purpose-built ASICs and CPUs optimized for agentic AI,” Tan noted. <\/p>\n
He further elaborated on how the company’s legacy architecture plays into this strategy, adding, “We see tremendous opportunities to leverage our strong x86-based general purpose computing franchise to build more purpose-built computing products for the AI era.” <\/p>\n
“AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network,” added Tan. <\/p>\n
Trending: Avoid the #1 Investing Mistake: How Your ‘Safe’ Holdings Could Be Costing You Big Time<\/a> <\/p>\n Accelerating AI Revenue and CapEx <\/p>\n Intel is already seeing tangible financial results from this strategic pivot. Chief Financial Officer David Zinsner reported that the company’s Application-Specific Integrated Circuit (ASIC) business is currently approaching a $2 billion run rate, with revenue nearly tripling year-over-year. <\/p>\n Story Continues <\/p>\n Overall, Intel reported $16.13 billion in total second-quarter revenue\u2014a 25% year-over-year increase. AI-driven businesses contributed approximately 70% of that total. <\/p>\n To support this unprecedented growth, Intel raised its 2026 capital expenditure guidance to over $20 billion to secure necessary tooling, memory, and substrates. “Strong demand for our products continue to outpace our growing supply,” Tan said, characterizing the recent quarter as Intel’s “strongest revenue growth in more than fifteen years.” <\/p>\n See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier.<\/a> <\/p>\n How Has INTC Performed In 2026? <\/p>\n INTC shares were up 171.63% year-to-date, down 24.23% over the last month, and higher by 326.69% over the year. It closed 2.33% lower at $100.23 per share on Thursday, and it was up 3.47% in overnight trading. <\/p>\n Benzinga’s Edge Stock Rankings indicate that INTC maintains a strong price trend in the long and medium terms and a weak trend in the short term. <\/p>\n Photo courtesy: Tada Images \/ Shutterstock <\/p>\n Read Next: Think you’re saving enough for your kids? You might be dangerously off \u2014 see why<\/a> <\/p>\n Building Wealth Across More Than Just the Market <\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry. <\/p>\n Arrived <\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. <\/p>\n Realberry <\/p>\n Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities <\/a>backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. <\/p>\n FarmTogether <\/p>\n Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000<\/a> \u2014 fully managed, with no landlord headaches. <\/p>\n Immersed <\/p>\n Immersed is building technology for the future of work through spatial computing.<\/a> Known for its AR\/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing. <\/p>\n Fundrise <\/p>\n Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate<\/a> and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. <\/p>\n Mode Mobile <\/p>\n Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day.<\/a> Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream.\u00a0 <\/p>\n EquityMultiple\u00a0 <\/p>\n For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000<\/a>,<\/a> with only ~5% of opportunities passing their due diligence process. <\/p>\n \u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. <\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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