Intel Rejects Divestment, Charts Integrated Future Amid Apple Speculation

Intel has decisively ended months of market speculation by confirming it will retain its Network and Edge (NEX) division. The move, a clear rejection of potential sale plans, forms a core part of CEO Lip-Bu Tan's "New Intel" strategy, which emphasizes internal integration over fragmentation. This strategic clarity, coupled with emerging rumors of a partnership with Apple, has reinvigorated investor sentiment toward the chipmaker.

The primary catalyst for the stock's stabilization at the week's close was the official statement from leadership over the weekend. The company emphasized that keeping NEX is critical for achieving "tighter integration of silicon, software, and systems." This integration is viewed as essential for bolstering Intel's competitive position within high-growth sectors like artificial intelligence and data centers. The announcement concludes a period of uncertainty that had previously weighed on the share price.

This strategic shift is being executed alongside a radical corporate restructuring. According to reports, Intel has dramatically streamlined its management hierarchy, cutting the number of tiers from 11 to 6. These efficiency drives are components of the broader cost-reduction promises made by CEO Tan following the U.S. government's involvement, which included taking a 10 percent capital stake in the company.

Should investors sell immediately? Or is it worth buying Intel?

Speculation of an Apple Partnership Fuels Optimism

Concurrently, supply chain reports are providing additional positive momentum. Analysts, including Ming-Chi Kuo, speculate that Apple could commission Intel to manufacture simpler M-series chips for products like the MacBook Air, potentially beginning in 2027. Market participants perceive such a deal as far more than a simple manufacturing order; it would represent a crucial validation test for Intel's revamped foundry business, which positions it as a direct competitor to industry leader TSMC.

The combination of clarified long-term strategy and new potential revenue streams halted recent profit-taking activity. Intel's equity, which has already advanced more than 80 percent since the start of the year, stabilized at €35.63 as trading concluded for the week.

Investor focus now shifts to January 22, 2026. During the upcoming quarterly earnings presentation, management must demonstrate the financial impact of retaining the NEX unit and operating with a leaner corporate structure. Market observers will also be watching for any concrete confirmation regarding the swirling Apple partnership rumors.