Tuesday, September 22, 2026
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The Chain Gazette · ResearchSemiconductorsFull writeup
$121.81+0.02%as of 10:46 AM ET

INTCIntel Corporation

Semiconductor company; developed Horse Ridge cryo-CMOS controller ASIC (Horse Ridge I 2019 on Intel 22nm FDSOI, Horse Ridge II 2022 on Intel 10nm SuperFin) for scalable qubit control at 4K; also has silicon spin qubit research program.

Coiled

52w range compression, breakout-adjusted

Watched

100

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

92

Supply-chain concentration × demand

Pressure

95

Pricing Power

Pop imminent

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Intel's Horse Ridge cryo-CMOS chip is the most advanced public cryo-CMOS development for quantum control. Both Horse Ridge generations are internal R&D programs fabbed on Intel's own process nodes — NOT commercial products and NOT fabbed at TSM. Intel also has a silicon spin qubit research program (Si-28 enriched substrate). Both programs are internal-only. Risk: Intel's financial difficulties (2024-25 restructuring) may deprioritize quantum R&D.

From the EDGAR wire.

From the tape.