intel shares jump on trump's ohio factory investment talks
San Jose, Friday, 15 August 2025.
intel’s stock soared by 7% amid whispers of a potential investment by the trump administration. the discussions revolve around supporting intel’s ohio factory project. this move could signal a push to strengthen domestic semiconductor production, reducing reliance on foreign suppliers. the talks follow a meeting between trump and intel ceo lip-bu tan, marking a possible turning point for the chipmaker. investors are optimistic. an announcement is expected by the end of august.
Market snapshot
On August 14, 2025, Intel’s stock experienced a notable surge, closing up by 7.38% to $23.86 [4]. During after-market hours, the stock further climbed by 4.48% to $24.93 [4]. The trading day saw the stock hit a high of $24.20 and a low of $21.90, with a substantial trading volume of 182,906,470 shares [4]. This volatility reflects the market’s sensitivity to news surrounding potential government investments and Intel’s strategic direction [1].
Trump’s involvement
The potential investment follows a meeting between President Trump and Intel CEO Lip-Bu Tan on August 11, 2025 [1]. Trump’s engagement signals a proactive approach to revitalizing the U.S. semiconductor industry [2]. He stated that Tan would provide recommendations to his cabinet members the following week [2]. This interaction underscores the administration’s focus on securing domestic technological leadership and economic strength through supporting key players like Intel [2].
Ohio factory implications
The core of the investment discussions centers on Intel’s new factory in Ohio, which has faced delays [1][7]. A government stake would help solidify the project, which aims to be the world’s largest chipmaking facility [7]. This initiative aligns with the CHIPS Act of 2022, designed to boost domestic chip production [1]. An analyst at Global Tech Insights noted that this investment demonstrates a strong commitment to revitalizing the U.S. semiconductor industry [1].
Leadership transition
Intel’s leadership has seen recent changes, with Lip-Bu Tan taking over as CEO in mid-March 2025 [2]. Previously, Tan served as CEO of Cadence Design Systems, where he oversaw significant revenue and stock price growth [2]. Intel is investing heavily in new fabrication plants in the U.S. [2]. Former CEO Pat Gelsinger met with Trump on August 9, 2025, to discuss the CHIPS Act and Intel’s expansion plans [2]. Intel is scheduled to open a new fabrication plant in Arizona in 2026 [2].
Investor sentiment
Investors are keenly watching for details of the investment, including the amount and specific terms [1]. The market’s positive reaction, evidenced by the 7% stock surge, indicates confidence in Intel’s potential with government backing [1][4]. However, the stock experienced some after-hours fluctuation, indicating ongoing uncertainty [2][4]. The anticipated announcement by the end of August will likely provide further clarity and direction for investors [1].