SoftBank Group's position in Intel has become the Japanese technology investor's largest disclosed US equity holding, accounting for roughly 67% of the portfolio and highlighting founder and CEO Masayoshi Son's deepening commitment to artificial intelligence.

SoftBank held 86.96 million Intel shares valued at around $12.14 billion at the end of the June quarter, CNBC-TV18 reported. The size of the holding makes Intel by far the group's largest disclosed US equity position.

Quarterly disclosures of US-listed equity holdings by institutional investment managers, such as the 13F filings due to the US Securities and Exchange Commission within 45 days of each quarter's end, are the typical channel through which positions of this kind become public. Because such filings capture only US-listed equities at a single quarter-end snapshot, and say nothing about a manager's intent or any trades made after the cutoff, the 67% figure describes SoftBank's disclosed US-listed book rather than its overall assets, which also include private-company stakes held through its Vision Funds. Subsequent filings will show whether the Intel position has changed since the quarter ended.

Intel, which trades on Nasdaq under the ticker INTC, is one of the world's largest semiconductor companies and a long-standing supplier of processors for personal computers and data-center servers. It has spent the past several years working to reverse a revenue slide in those core markets, as Nvidia came to dominate the AI accelerators now driving chip demand and Taiwan's TSMC took the lead in advanced chip manufacturing. In March 2025, semiconductor-industry veteran Lip-Bu Tan became Intel's chief executive to lead a turnaround that includes expanding its contract manufacturing, or foundry, business. In August 2025, the US government separately agreed to take a roughly 10% equity stake in Intel under a deal with the Trump administration aimed at supporting domestic chip production.

The concentration in Intel sits alongside SoftBank's broader AI-focused agenda. The Tokyo-based group, which Son has led since founding it in 1981, owns a majority stake in Arm Holdings, the British chip designer it acquired in 2016 and returned to public markets through a 2023 Nasdaq listing. It also agreed in March 2025 to acquire server-chip designer Ampere Computing for about $6.5 billion, following its 2024 purchase of British AI-chip startup Graphcore. Son has also championed large-scale AI infrastructure spending, including the Stargate initiative announced in January 2025 together with OpenAI and Oracle, which was unveiled with plans to invest up to $500 billion in US AI infrastructure over four years.

Source: CNBC-TV18