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Mon, April 27, 2026 astatine 10:51 AM CDT 3 min read
Intel (INTC) is partying similar it’s 2000.
The storied US chipmaker is pushing to caller highs 1 time aft punching done its archetypal grounds since August 2000 — a two-and-a-half-decade circular travel that turns 1 of the AI market’s hottest comeback stories into a cautionary tale.
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The acquisition is that adjacent an iconic exertion banal tin walk a procreation repairing the harm from 1 atrocious introduction point.
Yahoo Finance Executive Editor Brian Sozzi flagged a Deutsche Bank enactment calling Intel’s surge “a potent acquisition for investors,” with the slope noting that Intel was the second-largest banal by marketplace worth astatine its 2000 peak.
Deutsche Bank besides pointed retired the brutal accidental cost: Over the aforesaid stretch, the S&P 500 (^GSPC) climbed astir 370%, oregon much than 650% with dividends reinvested.
Intel is not an isolated case.
Across the spot manufacture — from semiconductor designers and manufacturers to the companies that make, test, package, and proviso semiconductors — the dot-com highest near a agelong shadow.
Some stocks yet broke escaped and kept compounding. Others lone precocious reclaimed their aged highs. And immoderate are inactive beneath the levels investors paid much than 25 years ago.
| Status | Examples | What happened |
| Finally reclaimed the dot-com high | Intel (INTC), Cisco (CSCO), AXT (AXTI), Rambus (RMBS), Amkor (AMKR), Photronics (PLAB) | These stocks took astir a quarter-century to wide their 2000 peaks, turning a once-hot introduction constituent into decades of dormant money. |
| Still beneath the dot-com high | Tower Semiconductor (TSEM), Veeco (VECO), Vishay (VSH), STMicroelectronics (STM), Cohu (COHU), Skyworks (SWKS) | More than 25 years later, these stocks inactive person not afloat repaired the bubble-era damage. |
| Broke retired and kept compounding | Taiwan Semiconductor (TSM), Applied Materials (AMAT), AMD (AMD), Micron (MU), Analog Devices (ADI), Texas Instruments (TXN), Teradyne (TER) | These are the survivors that yet turned aged absorption into a launchpad — but lone aft years oregon decades of repair. |
Even that array understates the damage.
It lone includes companies that survived agelong capable to inactive beryllium tracked, creating survivorship bias. The companies that disappeared, merged away, oregon faded into irrelevance would marque the acquisition harsher.
But the winners are real.
Taiwan Semiconductor (TSM) is up much than 1,000% from its 2000 peak, portion Applied Materials (AMAT) and AMD (AMD) are each up much than 600%. Micron (MU), Teradyne (TER), Analog Devices (ADI), and Texas Instruments (TXN) besides moved good beyond their dot-com highs, with gains ranging from 177% to 410%.
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