Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production. Glass Substrates Are The Future of Semiconductors & Intel Foundry is Well on Its Way To Become The First To Initiate Mass Production Glass Core substrates have been gaining interest, as they have several benefits over traditional organic substrate solutions. The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers, Ajinomoto, to raise prices. These supply constraints are pushing the industry to look into new advanced packaging solutions, and […]

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Intel's CEO, Lip-Bu Tan, has set a tight policy for his Foundry, firing anyone whose products don't meet quality standards. Intel CEO Confirms Next-Gen 10A & 7A Process Technologies & Calls 14A PDK 0.9 "The Holy Grail", Coming October 2026 During a fireside chat at the J.P.Morgan Global Technology, Media and Communications conference, Intel CEO highlighted some of the company's internal policies and upcoming updates from the Foundry end of the business. When asked about the progress on upcoming technologies, Intel's CEO reaffirmed that 14A is on track for risk production in 2028 and volume production in 2029. In yesterday's […]

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Intel CEO, Lip-Bu Tan, says that its Foundry Business is a National Treasure, and continues to see more customers line up for its advanced packaging and process technologies. Intel Foundry Sees Massive Interest From Several External Customers, Many Already Prepaying For Substrates During today's Mad Money Show with Jim Cramer of CNBC, Intel's CEO, Lip-Bu Tan, talked about the company's Foundry business and how the AI buzz is pushing more customers towards it. Right off the bat, Lip-Bu said that the "Foundry is very important", calling it a national treasure. He says that currently, 90% of the most advanced processors […]

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TSMC's constraints have pushed Apple to make a chip-making deal with Intel, & is likely to produce two chips on 18A-P & 14A process technologies, as per rumors. Apple's Next-Gen MacBook & iPhone Chips Rumored To Be Made At Intel Using 18A-P & 14A Process Technologies Last week, it was revealed that Apple and Intel have signed a preliminary chipmaking agreement in which Apple would tap into Intel's Foundry business to produce its chips. The agreement is said to have been signed back in December 2025, as per GF Holdings, and plenty of other factors also forced Apple to go […]

Read full article at https://wccftech.com/apple-taps-intel-18a-p-for-m7-chip-by-2027-14a-for-iphone-chip-by-2028-rumor/

Intel is on a roll today as it has not only managed to bag a deal with Apple, but its cutting-edge Oregon Fab also got a visit by Elon Musk. Intel's 18A Fab in Oregon Sees a Surprise Visit by Elon Musk, Paving the Way for AI Chip Supply Allocation Ahead of TeraFab Bring-Up? A deal with Apple and now a visit by Elon Musk, today seems to be Intel's day. It is reported that Elon Musk has toured Intel's state-of-the-art Oregon fab, which is part of its Foundry business & producing cutting-edge chips such as Panther Lake CPUs on […]

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Intel's recent comeback has been spearheaded by CEO Lip-Bu Tan, who has turned around the company & made it the center of tech conversation. Winning Over President Trump & Elon Musk Was Just The Start, The Real Opportunity of Intel Lies Ahead As CEO Lip-Bu Tan Focuses on "Leadership Through Execution" Intel's success didn't come overnight. Just a year ago, the company's share was a mess, and it was facing internal and external crises at the same time. However, decisions made by former CEO Pat Gelsinger on the Foundry front and a solid roadmap framework, along with current CEO Lip-Bu […]

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xAI is reportedly able to utilize just over 10% of its entire NVIDIA GPU fleet, as report suggests lackluster AI software stack optimizations. AI Software Stack Bottlenecks Are An Industry-Wide Problem, As xAI Is Only Able To Utilize 11% of Its Entire NVIDIA GPU Installation. The Information has reported that Elon Musk's xAI, the software firm behind Gorq and other key AI-based components, is only able to utilize a small chunk of its total installed GPU capacity. Currently, xAI runs around 550,000 NVIDIA GPUs, which are a combination of H100s and H200s. These are deployed within xAI's Memphis and Colussus […]

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$INTC is massively up after beating revenue guidance for Q1 '26 and posting strong guidance for Q2. Foundry and DCAI both showed healthy growth over the last quarter, while Client Computing slumped slightly due to inflationary pressures and the ongoing RAM crisis. Some might say that the explosive growth in Intel's stock price isn't justified by its results this quarter. After reviewing Intel's earnings call, I personally disagree. Here are the most important quotes from the call. Intel Foundry - 18A Beating Internal Yield Projections, 14A Development Going Smoothly "We have made steady progress with Intel 4 and Intel 3, […]

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Intel's Foundry business will soon house some big names by the end of this year as its 14A technology gains huge momentum. Intel 14A Technology Will Be A Game Changer For Chipzilla As It Hopes To Get Some Big Names Onboard By The End of This Year Intel's Foundry success relies a lot of it's upcoming 14A process technology. The 14A node is designed to attract external customers more so than it is designed for internal use. That's something that 18A is built for. So far, Intel hasn't publicly named any big customers for its 14A technology, but it makes […]

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Intel's CFO, David Zinsner, took the stage at the Morgan Stanley conference, and based on his comments on the foundry front, Team Blue looks a lot more confident about division breakeven. Intel's 18A-P & 14A Will Prove to Be Effective Solutions For External Customers; Packaging To Bring 'Billions' In Revenue Under CEO Lip-Bu Tan, Intel has been entering the foundry market at a time when the AI frenzy significantly drives customer demand. One of the more significant achievements under Tan was the successful ramp-up of Panther Lake, and according to Zinsner, 18A has delivered on expectations, with yield rates improving […]

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