Intel ($INTC) is positioned for growth through its Intel Foundry division, specifically leveraging EMIB and 18A-P/T technologies as a multi-billion-dollar franchise through 2028. The foundry market is expanding with new entrants including Rapidus, Tata, Huawei, and Tesla-SpaceX Terafab, the latter of which targets 1 million wafers per month. Sentiment suggests significant momentum for $INTC heading into Q1 2026, following a noted "dump" by Morgan Stanley.