Big Moves At Intel: These 3 ETFs Stand To Benefit - Broadcom (NASDAQ:AVGO), Intel (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) is experiencing profound strategic shifts under the guidance of its new CEO, Lip-Bu Tan. As the company reorganizes its executive ranks and streamlines its chip manufacturing focus, investors looking for exposure to Intel shares might find ETFs an attractive way to take advantage of these changes. Three ETFs with significant Intel stock holdings that could gain from the company’s shift are outlined below.

iShares Semiconductor ETF (NASDAQ:SOXX)

The iShares Semiconductor ETF is among the most widely held ETFs to track the semiconductor sector, with a high concentration in top chipmakers such as Intel. Based on its most recent holdings, Intel accounts for a decent percentage of the fund’s assets, making SOXX an excellent vehicle for investors who are optimistic about Intel’s foundry growth and cooling technology innovations.

Intel’s SuperFluid cooling technology has drawn attention for possible applications in Nvidia’s (NASDAQ:NVDA) Blackwell Ultra GB300 AI chips, indicating a vital spot in the AI-fueled semiconductor space. If Intel manages to make Nvidia a foundry customer, SOXX might experience additional growth fueled by Intel’s strategic shift.

VanEck Semiconductor ETF (NASDAQ:SMH)

VanEck Semiconductor ETF offers focused exposure to semiconductor leaders, including shares of Intel. The fund is a good choice for investors who want to ride the tide of Intel’s foundry plans and next-generation packaging technologies that will challenge Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

Intel is accelerating its 18A process node and securing United Microelectronics Corp. (NYSE:UMC) for late 2026 production collaborations. This may cause SMH investors to eventually realize an upside if the moves win over heavy-duty tech customers such as Broadcom (NASDAQ:AVGO).

SPDR S&P Semiconductor ETF (NYSE:XSD)

The SPDR S&P Semiconductor ETF has a similar equal-weighted strategy to semiconductor stocks, with broad-based sector exposure without compromising on its holdings of Intel stock. Investors get a chance to bet on Intel’s turnaround while hedging single-stock risk, via this ETF.

Intel’s leadership restructuring, with three members stepping down, indicates that the company is leaning more toward Tan’s vision of maximizing chip design and manufacturing. ETFs like XSD could benefit from Intel’s potential recovery in the semiconductor space.

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