Intel Secures Major Foundry Partnerships with Apple, Google, and Tesla

May 1, 2026 (11 hr ago)
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Intel Secures Major Foundry Partnerships with Apple, Google, and Tesla
Intel is significantly expanding its foundry business, securing interest from major tech giants and advancing its manufacturing nodes to compete in the global semiconductor market.

Foundry Business Expansion

  • Apple and Google are currently evaluating Intel’s foundry services for potential product integration by 2027.4
  • Tesla has selected Intel’s 14A node to manufacture specialized chips for its Terafab data center infrastructure in Austin.4

Manufacturing Process Advancements

  • Intel’s flagship Panther Lake mobile processor and Clearwater Forest server CPU are both being manufactured using the advanced 18A process.4
  • Customers have begun validating test chips on the 18A node, while development of the enhanced 18A-P process continues to progress.4

Financial Performance and Operational Improvements

  • Quarterly revenue reached $13.6 billion, a 7% increase, driven by a 22% surge in the Data Center and AI segment to $5.05 billion.4
  • Intel Foundry’s operating loss narrowed to $2.4 billion, an improvement of $72 million quarter-over-quarter, due to better yields across Intel 4, 3, and 18A processes.4

Strategic Government Support

  • The U.S. government has invested over $30 billion into Intel over the past several months to bolster domestic semiconductor manufacturing and reshoring efforts.2
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Intel Secures Major Foundry Partnerships with Apple, Google, and Tesla | Foxly Invest