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Foundry

All articles tagged with #foundry

technology17 days ago•3 min saved

Intel 18A's BSPDN Leap Wins Tech Edge but Delays Customer Adoption

Intel’s 18A process introduces Backside Power Delivery Network (BSPDN) along with PowerVia and RibbonFET, freeing front-side real estate and boosting power efficiency, but its ground‑up impact on chip design makes external adoption slow. Industry observers expect wider uptake only later in the decade (around 2027), with 14A‑class nodes a more likely external path, though Intel’s early lead still gives it a competitive edge over rivals like TSMC.

via Wccftech|

#bspdn #foundry #intel-18a

market-news1 month ago•15 min saved

Intel’s Foundry Push Faces Real-World Hurdles Amid Apple Hopes

Intel’s ambitious foundry push is hitting headwinds as it struggles to land customers for its 18A and 14A processes, with most current revenue from internal chip sales; a potential Apple M-series production deal could help but is years away, leaving near-term upside for INTC shares uncertain despite a strong rally and a Hold consensus with a roughly $48 price target.

via TipRanks|

#apple #foundry #intc

business1 month ago•5 min saved

Intel's Rally Faces a Reality Check as Q1 Outlook Dampens the Glow

Intel posted solid Q4 results with data-center and AI demand plus 18A progress, but weak Q1 guidance triggered a share drop; with a rich valuation and upfront costs for a potential 14A foundry, the stock remains a 'show-me' story—improved versus a year ago but needing clearer evidence of sustained margin expansion and external foundry wins for meaningful upside.

via TipRanks|

#ai #business #earnings

technology1 month ago•5 min saved

Apple Eyes Intel Fab Boost for Future iPhone Chips

Rumors suggest Apple may again use Intel as a chip fabricator (not designer) for future iPhone silicon, with Intel's 14A process targeting mass production around 2028; Apple would design the chips while TSMC remains the primary manufacturer, and Intel's involvement could extend to Mac and iPad chips to diversify supply amid chip-supply pressures.

via MacRumors|

#apple #chip-fabrication #foundry

business1 month ago•3 min saved

Intel Climbs to Four-Year High Ahead of Q4 Earnings on Panther Lake Optimism

Intel’s stock surged 11.7% to its highest close since January 2022 ahead of its Q4 2025 results, with analysts forecasting eight cents a share on about $13.42 billion in revenue; investors are focused on guidance for the Panther Lake CPUs and potential external foundry clients, as robust server CPU demand and growing partner interest—potentially including Apple—support the company’s 18A manufacturing push despite ongoing quarterly losses in its foundry unit.

via Barron's|

#business #earnings #foundry

business1 month ago•4 min saved

TSMC May Shed Apple Priority as AI Boom Shifts Foundry Profits

Rumors suggest Apple may no longer be TSMC’s biggest revenue contributor and could lose priority in wafer shipments as AI-driven demand boosts other customers and drives 2nm capacity pricing; while Apple has traditionally benefited from cutting-edge lithography, the AI surge could reshape wafer allocations, though the claims are disputed and uncertain.

via Wccftech|

#ai #apple #business

business1 month ago•19 min saved

Intel Rises to 52-Week High as Onshore Chipmaking Push Meets Cautious Optimism

Motley Fool’s podcast questions whether Intel’s stock run to a new 52-week high is justified by government backing and plans to bring advanced chipmaking onshore (18A and 14A) for AI applications. While the panel notes the potential long-term upside from a strengthened U.S. foundry and partnerships like NVIDIA, they warn that near-term profitability remains uncertain and the stock could remain volatile as Intel works to secure major customers and prove out its domestic manufacturing strategy.

via The Motley Fool|

#52-week-high #ai #business

markets1 month ago•17 min saved

Intel's Q4 Preview: AI Push Amid Foundry Delays

Intel is set to report Q4 2025 after the close on Jan 22, with expected EPS of $0.08 and revenue around $13.4 billion; the stock has surged about 123% in 2025 on a Nvidia partnership, government support, and progress on its 18A process, but foundry delays remain a concern for its next-gen chip roadmap. HSBC and Seaport Global have upgraded Intel, but the overall rating remains Hold with a $43.37 average target, implying downside risk if cost cuts and AI-chip roadmaps stall. Options traders anticipate roughly an 8.9% move post-earnings as investors watch updates on Panther Lake and 18A.

via TipRanks|

#ai-chips #foundry #intc

business2 months ago•2 min saved

Microsoft's AI Sales Concerns Impact Stock and Bitcoin Prices

Microsoft's stock dropped over 2% following reports that the company lowered growth targets for AI product sales after salespeople missed their goals, though Microsoft denied reducing sales quotas, citing a misinterpretation of growth versus quotas, amidst broader challenges in AI adoption by traditional businesses.

via CNBC|

#ai-sales #azure #business

technology4 months ago•3 min saved

Intel’s New Chipsets and Strategies Signal a Critical Turn in U.S. Chipmaking

Intel's recent product announcements, including Panther Lake and the 18A chip, reflect the vision of former CEO Pat Gelsinger, who aimed to establish Intel as a dominant foundry player with innovative technologies like PowerVia and RibbonFET. These products are the culmination of Gelsinger's efforts to revitalize Intel's manufacturing capabilities, although current leadership under CEO Lip-Bu Tan is expected to influence future developments like the 14A node.

via Wccftech|

#18a-node #foundry #intel

business4 months ago•19 min saved

Intel in Early Talks to Add AMD as Foundry Customer

Intel is in early talks to become a foundry customer for AMD, signaling a potential shift in chip manufacturing alliances amid Intel's struggles to produce advanced chips for AMD, which currently relies on TSMC. The move reflects broader industry shifts and strategic realignments in semiconductor manufacturing.

via https-//www.semafor.com|

#amd #business #chip-manufacturing

business5 months ago•4 min saved

Intel Implements Leadership Changes to Boost Innovation and Restructure Executive Team

Intel announced key leadership changes including Kevork Kechichian leading the Data Center Group, Jim Johnson heading Client Computing, Srini Iyengar managing Central Engineering, and Naga Chandrasekaran expanding his role in Foundry Services, while Michelle Johnston Holthaus is departing after over 30 years.

via intc.com|

#business #data-center #foundry

business7 months ago•1 min saved

Samsung Secures $16.5B Deal to Manufacture Tesla Chips

Samsung Electronics has secured a $16.5 billion, long-term chip manufacturing deal with Tesla, running through 2033, which is expected to boost Samsung's foundry business and signal confidence in its next-generation 2-nanometer chip technology, despite recent struggles in market share against TSMC.

via Bloomberg.com|

#business #chip-manufacturing #foundry

business7 months ago•2 min saved

Intel's Strategic Shift and Challenges in the Chip Industry

Intel is considering ending the marketing of its 18A process to new foundry clients and focusing on its 14A technology to better compete with TSMC, which could involve a significant financial write-off, while still honoring existing commitments to Amazon and Microsoft.

via Yahoo Finance|

#18a-technology #apple #business

technology2 years ago•9 min saved

"Intel's Groundbreaking AI-Optimized Foundry and Future Chipmaking Plans Unveiled"

Intel launches Intel Foundry as the world’s first systems foundry for the AI era, unveiling an expanded process roadmap with Intel 14A process technology and specialized node evolutions. The company also announced a design win with Microsoft planning to produce a chip design on the Intel 18A process, along with support from ecosystem partners and readiness from IP and EDA vendors. Intel's systems foundry approach aims to offer full-stack optimization, sustainability, and resilience, with a commitment to becoming the industry’s most sustainable foundry by 2030.

via Investor Relations :: Intel Corporation (INTC)|

#ai #foundry #intel