Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says

Ghazal Ahmed

Wed, June 24, 2026 astatine 8:47 AM CDT 2 min read

Intel (NASDAQ:INTC) is 1 of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.

Intel Corporation whitethorn payment from tailwinds coming from precocious packaging technologies, which has led 1 steadfast to rise estimates and its terms people for the stock. On June 22, Mizuho expert Siti Panigrahi raised the terms people connected the banal to $135 from $128 and reiterated a Neutral rating.

While the steadfast remains neutral connected Intel, it is cautiously affirmative connected the banal considering imaginable benefits from its precocious chip-packaging technologies. Advanced packaging allows for improved performances, enabling much computing powerfulness and supporting the needs and increasing demands of AI information centers.

Photo by Slejven Djurakovic connected Unsplash

Mizuho anticipates Intel's EMIB-T exertion and TSMC's CoWoS-L 2.5D approaches to summation traction. Intel's, however, could beryllium a little outgo enactment but volition request to amended manufacturing yields to astir 99% to let the exertion to go competitory and wide adoptive.

We judge driving 8.0x/5.5x reticle sizes, enabling larger bundle sizes/dense spot connections portion we estimation EMIB-T to beryllium cheaper but with request improving yields to 99%, 2) we enactment solid substrate emerging, driving amended thermal conductivity/denser wiring for person connections, 3) 3D approaches up with Foveros/SoIC pushing further vertical integration.

Overall, the steadfast sees Intel gaining benefits from the displacement to much precocious packaging technologies. This is peculiarly existent arsenic AI computing requires larger and much tightly connected spot systems.

Intel Corporation is simply a multinational semiconductor shaper that designs, develops, manufactures, markets, sells, and services computing and related extremity products and services.

While we admit the imaginable of INTC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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