Wells calls Intel’s EMIB-T a Tactical Positive Catalyst on design-win signals

Wells Fargo calls Intel’s (INTC) EMIB-T roadmap a tactical positive catalyst, with analyst Aaron Rakers growing more constructive on the company’s Advanced Packaging opportunity. The firm points to CFO commentary suggesting design-win announcements could arrive earlier than the previously expected second half of 2026, which it sees representing roughly $1B in annual revenue potential. The firm has an Equal Weight rating on the shares with a price target of $45.