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The Latest Breaking News from Intel Foundry

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

Tom’s Hardware

Intel makes sharp reversal, is 'going big time into 14A,' says CEO Lip-Bu Tan — 'serve the customer well' remark hints at external client

Intel's CEO says he expects 'great momentum in terms of yields and IP' on the company's 14A process technology.

Tom’s Hardware

Intel displays tech to build extreme multi-chiplet packages 12 times the size of the largest AI processors, beating TSMC's biggest — floorplan the size of a cellphone, armed with HBM5, 14A compute tiles and 18A SRAM

Intel Foundry has released a video of a multi-chiplet 2.5D/3D processor with a 10,296 mm^2 silicon footprint, including leading-edge technologies such as 14A and 18A.

Tom’s Hardware

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Intel details progress on fabbing 2D transistors a few atoms thick in standard high volume fab production environment — chipmaker outlines 300-mm fab compatible with integration of 2D transistor contacts and gate stacks

Intel and imec demonstrate the first 300-mm, fab-compatible integration of contacts and gate stacks for 2D transistors, marking a critical step in turning long-studied 2D materials from lab experiments into a realistic future option for high-volume logic manufacturing.

Tom’s Hardware

Intel Stock Pops on Estimate-Beating Q3. Options Data Tells Us INTC Could Be Headed Here Next.

Intel stock inches higher on better-than-expected Q3 financial results. Options data suggests INTC shares could push higher from here through the end of 2025.

Barchart

This Stock Could Be 2026’s Dark Horse AI Winner — Here’s Why

Intel's Q3 results showed signs of recovery.

Barchart

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership

Intel Foundry will reportedly produce Microsoft's next-generation Maia processor for AI applications on its 18A process technology, which could mark a big win for the company both in terms of earnings and goodwill.

Tom’s Hardware

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Intel Faces CPU Market Share Losses And Limited AI Integration, Analyst Flags Challenges

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

Benzinga

I got to see Intel Panther Lake up close this month, and it is the most important product Intel has ever produced

Intel announced its next series of processors, the Core Ultra series 3, this week, but I got a close up look at these new chips in Arizona ahead of the announcement. Here's what I saw.

TechRadar

AMD in early talks to make chips at Intel Foundry, report says

AMD is in early talks to be an Intel Foundry customer, according to reports from Semafor. It's the latest in a line of companies considering an investment in the American fab.

Tom’s Hardware

Nvidia x Intel press conference: as it happened

Nvidia and Intel are teaming up with a major investment and production deal. We're covering the news live.

TechRadar

Intel promises 'leadership across the board on desktop' when its next-gen Nova Lake CPU launches in late 2026

Beating AMD will be a tall order, but maybe 52 cores will do it.

PC Gamer

Intel reshuffle puts engineering and 'a new custom silicon business' in the spotlight but also ends a 30-year career at Intel for Product CEO Michelle Johnston Holthaus

Who knows what Intel will look like after it all plays out.

PC Gamer

Intel CFO confirms that 14A will be more expensive than 18A due to High-NA EUV tool — Intel expects 14A process to offer 15-20% better performance-per-watt or 25-35% lower power consumption than 18A

Intel's 14A process, designed for both internal and foundry use, will be significantly more expensive than 18A due to its reliance on ASML's $380 million High-NA EUV tools.

Tom’s Hardware

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Intel's chairman reportedly tried to sell fabs to TSMC, CEO Lip-Bu Tan opposed

Intel CEO Lip-Bu Tan's push to retain in-house chip manufacturing has put him at odds with chairman Frank Yeary and other directors who explored spinning off or selling Intel Foundry to TSMC.

Tom’s Hardware

Three senior execs to retire from Intel Foundry, including respected semiconductor veteran Gary Patton

Three senior Intel Foundry executives are retiring as part of a major leadership reshuffle amid restructuring and uncertainty over the 14A process.

Barchart

Intel Stock Is in a ‘Catch-22’ Scenario. How Should You Play INTC Here?

Loop Capital initiates Intel stock at “Neutral” as the semiconductor firm is stuck in a “catch-22” situation. Wall Street at large remains bearish on INTC shares as well.

MarketBeat

3 Catalysts Converge on Intel Ahead of a Critical Earnings Report

Financial discipline, a critically acclaimed new processor, and a major foundry partnership have created positive momentum for Intel ahead of its earnings.

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Tom’s Hardware

Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)

Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.

Windows Central

Intel’s former CEO speaks out — "I wanted to finish what I started"

Former Intel CEO Pat Gelsinger says he wasn’t allowed to finish what he started and suggests the company forced him out before his turnaround was complete.

Tom’s Hardware

Intel hosts Direct Connect Asia event in Seoul — company tries to lure Samsung Foundry clients in its own backyard

Intel Foundry hosts its first Direct Connect Asia event in Korea, targets local chip designers, automotive industry.

Tom’s Hardware

Intel Foundry layoffs could impact 'more than 10,000' factory workers — one fifth of employees affected by 'enormous cutback'

Intel plans to cut 15%-20 % of its global fab network workforce — between 8,170 and 10,890 employees — to reduce costs, but this risks operational agility and potentially jeopardizes federal and state funding.

MarketBeat

Intel's Dual Gamble: AI Innovation Now, Foundry Fortunes Later?

Intel is strategically balancing near-term AI product innovation with its ambitious long-term foundry development to reshape its industry standing.

Tom’s Hardware

Intel details new advanced packaging breakthroughs — EMIB-T paves the way for HBM4 and increased UCIe bandwidth

Intel disclosed several chip packaging breakthroughs at the Electronic Components Technology Conference (ECTC), outlining the technical merits of multiple new chip packaging techniques that the company plans to deploy in production in the future.

Tom’s Hardware

Intel says foundry business won't break even until 14A in 2027

Intel expects its loss-making Foundry division to reach breakeven by 2027, driven by internal adoption of its 18A process, and contributions from packaging, and mature nodes.

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