Intel Foundry.
semiconductor foundry owned by Intel
- Reports this week
- 0
- Active events
- 0
- Connections
- 27
What's happening
One to three months ago
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Intel's foundry business faces concerns over losses, though progress on the 14A chip improves the outlook for the division.Some support2 reports
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Intel Foundry and Synopsys expanded their collaboration on AI-powered EDA flows.Some support2 reports
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Intel Foundry and Keysight Technologies certified software for advanced process nodes.Some support1 report
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Intel announced it is beginning manufacturing operations in Oregon, leveraging its Intel Foundry business.Some support1 report
Gone quiet
No new reports in 90+ days-
Intel Foundry, led by Lip-Bu Tan, reiterated a 'Buy' rating and raised its price target.Some support4 reports
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Intel Foundry is a segment of Intel Corporation.Well supported10 reports
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Trump announced Apple will manufacture chips in the U.S. as central banks respond to inflation.Well supported24 reports1 development inside
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Advantest, Amkor Technology, and Intel Foundry discussed advanced testing and manufacturing trends.Some support1 report
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Strategic appointment strengthens business unit leadership at Intel Foundry.Some support1 report1 development inside
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Intel appointed Lee Seok-hee as SVP, who previously served as CEO of SK Hynix, while Lip-Bu Tan remains CEO.Some support2 reports
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Intel appoints a former SK Hynix executive to lead advanced packaging, focusing on 18A and 14A process technologies.Some support1 report
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Stifel raised the price target for Cadence Design Systems, noting the partnership's focus on Intel 14A goals.Some support2 reports
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Intel Foundry and Cadence entered into a multi-year agreement to accelerate 14A process development using AI-driven EDA tools for co-optimization.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Intel Foundry
Events traced to Intel Foundry, step by step, newest first- Japanese rivals' threats may increase operational risks for Intel FoundryJapanese rivals' threats could increase operational risks for Intel FoundryPossible
- TSMC's AI chip dominance increases competitive pressure on Intel FoundryIncreased competitive pressure from TSMC may challenge Intel Foundry's market position.Likely
- Intel Foundry relies on ASML's monopoly for advanced chip productionIntel Foundry's advanced chip production relies on ASML's monopolistic EUV toolsAlready happening
- TSMC's US expansion may intensify competitive pressure on Intel FoundryTSMC's US expansion may intensify competitive pressure on Intel FoundryPossible
- Lee's legal troubles may risk Intel Foundry's reputationIntel Foundry may face reputational risk due to Lee's legal issuesPossible
- How could the Terafab project affect Intel Foundry's contract manufacturing business?Intel Foundry may see strong demand from massive Texas chip complexLikely
See all 10 explainers
- Intel Foundry may gain orders from SpaceX Terafab projectIntel Foundry may gain momentum from SpaceX Terafab collaborationPossible
- Apple partnership may boost Intel Foundry's manufacturing businessApple's new chip partnership could provide a major boost to Intel Foundry's business.Possible
- Apple contract could boost Intel Foundry's US manufacturing roleIntel Foundry may gain consistent demand from Apple for US chip manufacturing.Reported
- Intel Foundry faces critical juncture amid AI boom and market lossesIntel Foundry balances major contracts against operational losses and market risksReported
Explainers that pass through Intel Foundry
Intel Foundry is a step on the way to someone else- Intel's foundry capacity could influence Microsoft's AI supply chainIntel's Foundry push may influence Microsoft's AI infrastructure sourcing strategyPossible
- Intel's foundry push may increase competitive pressure on TSMCIntel's foundry push may increase competitive pressure on TSMCPossible
- How could Intel's collaboration on the Terafab complex affect AMD?Intel's Terafab project may intensify competition for chip market sharePossible
- Google secures multi-million unit custom AI chip orders from IntelGoogle secures multi-million unit custom AI chip orders from IntelAlready happening
- Intel's advanced chip push may boost ASML's demandASML Holding may see increased demand as Intel expands advanced chip production capacityLikely
Around Intel Foundry this week
News at the entities that move Intel Foundry most-
Intel StructuralCoreWeave faces debt concerns despite bank upgrades, while Goldman Sachs upgraded its stock and JPMorgan upgraded Intel's rating.Moves Intel Foundry
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Lee StructuralLeague of Women Voters hosted candidate forums for Warmenhoven and Lee, while county uses USPS for ballot retrieval.Moves Intel Foundry
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Lip-Bu Tan StructuralNvidia provided strategic investment to chip players while Trump paused sanctions targeting Russia's energy trade, coinciding with Intel's turnaround efforts.Moves Intel Foundry
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Nvidia StructuralNvidia unveiled its DSX Pod at GTC Berlin and announced partnerships to make the new AI infrastructure available.Moves Intel Foundry
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TSMC OperationalGary Lin discussed water risk for semiconductor manufacturing during an event in Taipei.Moves Intel Foundry
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Microsoft StructuralBroadcom partners with hyperscalers like Amazon and Microsoft, offering custom ASICs to diversify from reliance on Nvidia's standard offerings.Moves Intel Foundry
Connections
The 19 strongest of 27, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Intel Structural
Intel Foundry is a dedicated, owned, and integrated business unit and segment of Intel Corporation.
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Lee Structural
Intel appointed Lee as senior vice president of the company.
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Cadence Structural
Cadence provides critical AI-driven EDA tools and co-optimization services essential for Intel Foundry's process development.
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Lip-Bu Tan Structural
Lip-Bu Tan is the CEO of Intel, the parent company that governs Intel Foundry.
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Nvidia Structural
Intel Foundry is contracted to manufacture custom CPUs for Nvidia, while both entities also compete in the advanced AI chip market.
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TSMC Operational
Intel Foundry and TSMC are direct competitors vying for market share and customers in the advanced chip manufacturing industry.
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Microsoft Structural
Intel Foundry provides critical manufacturing and design services that are successfully integrated into Microsoft's product lines.
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ASML Holding Structural
Intel Foundry relies on ASML's specialized High-NA EUV lithography tools for its manufacturing processes.
Show all 19 connections
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Micron Technology Structural
Intel Foundry secured design wins for Micron, establishing a structural supply dependency.
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Synopsys Operational
Intel Foundry and Synopsys are actively collaborating on the development and implementation of AI-powered Electronic Design Automation (EDA) flows.
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Cadence Design Systems Operational
Collaboration targets Intel 14A process nodes.
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Fortinet Structural
Fortinet committed to using Intel Foundry's services for its next-generation Security Processor 6.
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Foxconn Structural
Intel Foundry utilizes Foxconn as a manufacturing partner for its production requirements.
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AMD Transactional
Intel Foundry secured design wins to supply manufacturing services for AMD.
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Siemens Operational
Intel Foundry and Siemens are actively collaborating on capacity.
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Amazon Mentioned together
The entities are discussed in the context of advanced chip packaging services.
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Advantest Operational
The companies are discussed in the context of advanced testing and manufacturing trends within the semiconductor industry.
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Goldman Sachs Mentioned together
Evidence only describes A's strategic shift into the foundry business; no interaction with B is recorded.
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Amazon Web Services Mentioned together
The single snapshot describes Intel Foundry's internal manufacturing process and does not mention Amazon Web Services.
History
Events by the month they beganAugust 2026
1 eventJuly 2026
4 events- Intel Foundry and Synopsys expanded their collaboration on AI-powered EDA flows.
- Intel Foundry and Keysight Technologies certified software for advanced process nodes.
- Intel announced it is beginning manufacturing operations in Oregon, leveraging its Intel Foundry business.
- Intel Foundry, led by Lip-Bu Tan, reiterated a 'Buy' rating and raised its price target.
June 2026
9 events- Lip-Bu Tan has been confirmed as the CEO of Intel, a leading manufacturer of computer processors, while Allegro MicroSystems focuses on data center chip design.
- Intel Foundry is a segment of Intel Corporation.
- Trump announced Apple will manufacture chips in the U.S. as central banks respond to inflation.
- Advantest, Amkor Technology, and Intel Foundry discussed advanced testing and manufacturing trends.
- Strategic appointment strengthens business unit leadership at Intel Foundry.
- Intel appointed Lee Seok-hee as SVP, who previously served as CEO of SK Hynix, while Lip-Bu Tan remains CEO.
- Intel appoints a former SK Hynix executive to lead advanced packaging, focusing on 18A and 14A process technologies.
- Stifel raised the price target for Cadence Design Systems, noting the partnership's focus on Intel 14A goals.
- Intel Foundry and Cadence entered into a multi-year agreement to accelerate 14A process development using AI-driven EDA tools for co-optimization.