Unlikely, but Nvidia's next gaming GPUs could be built using Intel's 18A process
Intel is also eyeing Broadcom as a customer
Intel foundry articles
Chip industry veteran Lip-Bu Tan is Intel's new CEO
New leader wants to turn Intel into a "world-class foundry"
Something to look forward to: Intel's years-long struggle to stay competitive in the semiconductor market worsened last year as the company lost billions, forcing out CEO Pat Gelsinger. While the strategic direction of his successor remains unclear, early statements suggest that Intel will maintain its commitment to foundries, even as rivals propose partnerships and others question whether Intel should stay in the foundry market.
TSMC seeks Intel foundry stake in joint venture with Nvidia, AMD, Broadcom, and Qualcomm
TSMC would run Intel's foundry division operations
Judge dismisses shareholder lawsuit against Intel over $7 billion foundry losses
Intel continues to face other lawsuits over its foundry business
Nvidia and Broadcom are testing Intel's 18A capabilities, but future deals remain uncertain
Intel fights for foundry relevance
Intel says 18A process is ready, tape-out confirmed for the first half of 2025
Can Intel's first 2nm-class process node save the day?
Why it matters: As Intel's chip design and foundry businesses face mounting pressure that could jeopardize the company's future, much is riding on the success of its upcoming 18A node. As Intel finalizes its latest semiconductor process, 2025 will be a decisive year for its efforts to legitimize its foundry division and regain competitiveness against TSMC and Samsung.
Intel's $13B foundry loss raises stakes for potential TSMC partnership
Can TSMC save Intel's foundry business?
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.
Intel Nova Lake and Clearwater Forest CPU samples appear in leaked shipping manifests
New server and laptop CPU lineups set for late 2025, desktops more likely in 2026
Intel foundry customers have successfully powered on 18A node engineering samples
18A remains on track for a mid-to-late 2025 launch
Why it matters: The success of Intel's upcoming 18A process node is critical to the company's future. After refuting reports of abysmal yield rates, Intel recently confirmed that 18A has reached a crucial milestone in its effort to regain competitiveness against semiconductor rivals Samsung and TSMC.
Former Intel CEO Pat Gelsinger defends Intel 18A amid rumors of poor yields
Napkin math without context doesn't work for judging process technology
The big picture: During his tenure as Intel's CEO, Pat Gelsinger sought to correct a critical strategic misstep that allowed TSMC to surpass Intel in process technology. Gelsinger promised that Intel's 18A process would enable the company to reclaim its leadership in the foundry space, but that claim has faced scrutiny since Intel reset its guidance in July.
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
Intel and Samsung might be considering a foundry alliance to counter TSMC
Intel's foundry business struggles as Samsung continues to face yield rate issues
Intel splits its struggling foundry division into an independent subsidiary
Chip fabrication will conduct its business separately but still answers to Intel's CEO
The US government is encouraging the likes of Nvidia and Apple to tap Intel foundry for AI chip needs
Even without Raimondo's help, Intel has been landing contracts
Intel cancels 20A process node for Arrow Lake, shifts focus to 18A
Arrow Lake production is likely to be outsourced to TSMC
Struggling Intel is considering selling divisions and slashing expenditures
The company's Altera programmable chips unit could be on the chopping block
In brief: Desperate times call for desperate measures at Intel. The once-dominant chipmaker is putting everything on the table as it scrambles to regain its footing in the AI era. According to sources familiar with the company's plans, CEO Pat Gelsinger and other top executives are preparing an ambitious proposal to streamline Intel's operations. This strategy, set to be presented to the board later this month, could see the company shedding entire business units and slashing capital expenditures.
Intel mulls splitting divisions as financial woes continue
Pat Gelsinger's plans for a comeback aren't working out (yet?)
Intel faces shareholder class-action lawsuit for allegedly concealing foundry business problems
Intel execs are accused of making "materially false and misleading" statements
What just happened? Things are going from bad to worse for Intel. In addition to the nightmare that is the Raptor Lake CPU crisis and the backlash over eliminating 15,000 jobs, the company is now being sued by shareholders over accusations it fraudulently concealed problems in its foundry business.
Opinion: Could Broadcom buy Intel?
Can Broadcom afford a deal of this size? The obvious answer is, yes
Intel's Foundry financials and what it needs to turn things around
We got pretty close guessing Intel Foundry's numbers
Intel says past mistakes contributed to its foundry business losing $7 billion last year
The figure is expected to be even higher in 2024
Intel unveils 14A process node and custom chip-deal with Microsoft worth $15 billion
It also confirmed that its five-nodes-in-four-years process roadmap remains on track
Interview with Pat Gelsinger: Intel's CEO describes a different kind of foundry
In advance of Intel's first event dedicated to their Foundry business, I had the opportunity to sit down one-on-one with CEO Pat Gelsinger and talk about the company's strategic goals.
Nvidia turning to Intel Foundry Services to expand GPU and AI chip capacity
Intel's packaging solution is different than TSMC's, and the technology will require a new validation process