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The Latest Breaking News from Intel Foundry

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Tom’s Hardware

Intel reportedly in talks with Google and Amazon over advanced packaging — major customers could take advantage of EMIB-T later this year

Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.

Tom’s Hardware

Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34

In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.

Tom’s Hardware

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Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

PC Gamer

Intel Foundry boss leaves for Qualcomm — Naga Chandrasekaran takes charge of the unit

Naga Chandrasekaran promoted to Chief Technology and Operations Officer as well as the general manager of Intel Foundry responsible for development of advanced process technologies and day-to-day operations.

Tom’s Hardware

Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

Tom’s Hardware

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

PC Gamer

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Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift

Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.

International Business Times UK

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

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

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Tom’s Hardware

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.

Benzinga

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…

TechRadar

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.

Tom’s Hardware

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.

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TechRadar

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.

PC Gamer

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.

Tom’s Hardware

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

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.

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