Wang Si's speech combined with the new processor's benchmark topping led to Intel's stock rising nearly 11% at one point

Wallstreetcn
2025.02.11 18:45
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Intel's latest processors performed excellently in benchmark tests, with the stock price rising nearly 11% at one point. U.S. Vice President Vance stated at the artificial intelligence summit that the Trump administration will ensure that the most advanced artificial intelligence hardware is manufactured in the United States. Despite facing declining market share and financial challenges, Intel has received government subsidies to promote the return of semiconductor manufacturing to the U.S. The company's newly appointed interim CEO aims to improve performance

Intel's latest processor topped the benchmark tests, while U.S. Vice President Mike Pence stated at the artificial intelligence summit in France that the Trump administration will ensure that the most advanced artificial intelligence hardware is manufactured in the United States, leading to a nearly 11% surge in Intel's stock price on Tuesday.

During Tuesday's midday trading, Intel rose by 7.26%, reaching $21.20, with the highest increase hitting 10.7%.

Pence: The most powerful AI hardware will be produced in the U.S.

Pence said at the artificial intelligence summit:

“The Trump administration will ensure that the most powerful artificial intelligence systems are manufactured in the United States, using chips designed and produced in America.”

However, both the United States and the United Kingdom refused to sign an international declaration on artificial intelligence at this summit. The agreement commits each signatory to "ensure that artificial intelligence is open, inclusive, transparent, ethical, safe, reliable, and trustworthy, while considering all relevant international frameworks." The U.S. did not specify the reasons for its non-participation in the signing.

Intel was once a global leader in the semiconductor industry, but in recent years, its market share has been eroded by competitors, and it is in urgent need of performance improvement. Last year, the company's stock price plummeted by 60%, while competitors Nvidia and Broadcom saw significant increases due to soaring demand for artificial intelligence processors.

Last month, Intel reported a decline in revenue for three consecutive quarters and issued disappointing financial forecasts. This was the company's first financial report following the announcement of CEO Pat Gelsinger's departure. Gelsinger faced numerous challenges during his four-year tenure, including losing market share and investing heavily in building manufacturing plants.

Intel has received billions of dollars in government subsidies to build factories and drive semiconductor manufacturing back to the U.S. However, the company has yet to produce the most advanced chips for data center-based artificial intelligence systems.

After Gelsinger's departure, Intel appointed two interim co-CEOs to take over—Chief Financial Officer David Zinsner and Intel's Product Division CEO Michelle Johnston Holthaus.

New processor tops the benchmark

In addition to the U.S. Vice President's remarks, Intel's rise on Tuesday was also driven by positive news from preliminary test results of the company's new processors. Computer hardware benchmarking software PassMark recently updated its scoring list, with Intel's Core Ultra 9 275HX successfully topping the chart, surpassing AMD's Ryzen 9 7945HX3D, becoming the strongest laptop processor in overall performance.

Additionally, according to reviews from Tom's Hardware, Intel's new Core Ultra 9 275HX processor, based on the Arrow Lake architecture, outperformed AMD's Ryzen 9 7945HX3D by 7% in the CPU Mark test It is worth noting that the new Intel processor operates 34% faster than its predecessor i9-14900HX, despite having a frequency that is 400 MHz lower, yet it still leads in single-thread performance by 9%.

These preliminary test results have attracted the attention of investors, as the Arrow Lake-HX series processors are expected to be featured in upcoming gaming laptops, launching simultaneously with NVIDIA's RTX 50 mobile series. However, the review also warns that these benchmark tests are based on a single processor sample, and it is advisable to wait for more comprehensive and independent evaluations before drawing conclusions.

Analysts believe that investors seem optimistic about Intel's competitiveness in the high-performance processing market, as laptops equipped with Arrow Lake-HX processors are set to be officially released soon, and this expectation may be driving positive market sentiment. Consumers and industry observers are eager to see whether the results of these early benchmark tests can be validated in real-world usage.

Although these benchmark results are promising, the real test will come when the products enter the market for broader testing to assess their performance under various usage conditions. Against the backdrop of the continuously evolving high-performance computing field, all eyes are on Intel to see if it can maintain its leading position in this competitive market.

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