The global chip sector is experiencing a significant positive shake-up, with two of the key players in the field - technology giant Intel and Israeli company Siva - showing impressive jumps in their value.
Intel, which, after a prolonged period of operational difficulties and market share losses, reached a low in 2024, is now recording a dramatic recovery. The key turning point came following the Trump administration's decision, as part of the implementation of the Chip Act, to purchase a 101% stake in the company.
The government investment, made at a rate of about $20.5 per share, yielded a huge profit for the American taxpayer, with the share price recently crossing the $80 mark - with a paper profit of $27 billion.
This rise is attributed to a combination of strategic government support, which positions Intel as a critical national infrastructure, alongside new manufacturing contracts with market leaders such as Tesla and collaborations in the field of artificial intelligence with Nvidia.
At the same time, in the local arena, Siva Ra'anana, a company specializing in licensing signal processing and artificial intelligence technologies, is experiencing exceptionally positive momentum.
The company's stock has soared by tens of percent recently, amid growing demand for the Edge AI technologies it develops. Siva's technology enables smart data processing directly on edge devices such as smartphones, car systems, and headphones, without the need for a connection to the cloud.
Reports of new licensing agreements with leading automakers in Asia and the presentation of financial statements that beat analysts' forecasts have made the company one of the biggest beneficiaries of the current wave in the semiconductor industry.
