Masayoshi Son Defends $2B Intel Stake as Shares Surge 459%
INTC•Masayoshi Son defended SoftBank’s $2 billion Intel stake taken in August 2025, noting shares have climbed 459% and partnerships with Apple and Nvidia boosted its valuation. He said Intel’s manufacturing strength makes it a national security asset as the U.S. ramps onshore production to reduce reliance on TSMC.
1. SoftBank’s $2B Intel Investment
At its annual shareholder meeting, Masayoshi Son highlighted SoftBank’s August 2025 acquisition of a $2 billion Intel stake and defended its strategic value after significant appreciation.
2. Intel Share Performance
Since the initial investment, Intel shares have risen 459%, reflecting renewed investor confidence and stronger valuation metrics for the chipmaker.
3. Strategic Partnerships with Apple and Nvidia
Son attributed a substantial portion of Intel’s valuation gain to recent agreements with Apple and Nvidia, which expanded Intel’s customer base and validated its technology roadmap.
4. Manufacturing Leadership and National Security
He emphasized Intel’s onshore manufacturing capabilities as critical for U.S. supply chain resilience, positioning the company as a national security asset amid efforts to lessen dependence on TSMC.
