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

May 3, 2026 (1 days ago)

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

Intel is significantly expanding its foundry business, securing major partnerships with Tesla, Apple, and Google while advancing its cutting-edge 18A and 14A manufacturing nodes to drive future growth.

Foundry Business Expansion and Strategic Partnerships

Tesla has selected Intel’s 14A node to manufacture chips for its Terafab data center complex in Austin2
Apple and Google are currently evaluating Intel’s foundry services, with potential product integration expected as early as 20272

Technological Advancements in Manufacturing Nodes

Intel’s 18A process is gaining traction, with the flagship Panther Lake mobile processor and Clearwater Forest server CPU utilizing this technology2
Customers have begun validating test chips on the 18A node, while development of the enhanced 18A-P process continues in parallel2

Financial Performance and Operational Improvements

Quarterly revenue grew 7% to $13.6 billion, driven by a 22% surge in the Data Center and AI segment to $5.05 billion2
Intel Foundry’s operating loss narrowed to $2.4 billion, an improvement of $72 million quarter-over-quarter, supported by better yields across Intel 4, 3, and 18A processes2

Government Investment and Strategic Oversight

The U.S. government holds a significant stake in Intel, having acquired 433.3 million shares in August 2026 to support domestic semiconductor manufacturing1
Intel CEO Lip-Bu Tan is scheduled to visit Taiwan in June to attend the Taipei International Computer Show and meet with key supply chain partners2

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Intel Secures Major Foundry Partnerships with Tesla, Apple, and Google | Foxly Invest