Apple and Intel are reportedly working on a chip manufacturing deal
TSMC capacity is tightening under AI demand – and the US government has been quietly pushing Apple toward Intel for months
Intel foundry articles
Intel's 18A process works, now it has to convince the industry
PowerVia gives Intel a technical edge, but customers are hesitant
ASML's most advanced EUV machine is now central to Intel's comeback strategy
Etching CPUs and other advanced chips with sub-1nm accuracy
Intel could return to Macs and iPads by 2027, but this time as Apple's contract chipmaker
Apple tests Intel's 18AP node as US fabs chase M-series work
Intel deepens commitment to 14A node, develops custom Xeon CPU for Nvidia
Intel accelerates next-gen node development despite industry competition
Intel has secured Microsoft as a major foundry client for its 18A process, sources say
Chipzilla's manufacturing issues could have been blow out of proportion, after all
Intel in talks to produce AMD chips in its factories
AMD is weighing the move amid US push for domestic chips
Intel could sell up to 49% of foundry business under US restrictions, but full spinoff or IPO is off the table
Co-investment deals raise funds but leave Intel juggling complex ownership structures
Intel's 14A process promises big gains but at a higher price than 18A
Intel is moving ahead with high-NA EUV as TSMC waits on costs and complexity
Intel's 18A process hit by low yields and quality issues, putting manufacturing comeback in doubt
Reliance on TSMC grows despite efforts to restore in-house production
Intel's 14A chip process in jeopardy, while cutting jobs and pulling back global expansion
Lip-Bu Tan said he will only invest in the 14A process node after confirming strong demand from customers
Intel to cut as many as 10,000 factory jobs, one of its largest-ever layoffs
Massive layoffs hit foundry workforce in major restructuring
Intel hopes its foundry business will break even around 2027
18A and 14A nodes positioned as proof of foundry potential
Unlikely, but Nvidia's next gaming GPUs could be built using Intel's 18A process
Intel is also eyeing Broadcom as a customer
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