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Madeline Ricchiuto

Tariffs and TSMC delays could turn Apple into an Intel Foundry customer

Intel Corporation Intel Foundry David Zinsner Apple Foundry TSMC United States LipBu Tan Nvidia Boston

An Intel Foundry engineer in clean room gear holds a silicon wafer at an Intel facility in Chandler, Arizona.

Intel has historically downplayed its external Foundry customers, but on Tuesday, CFO David Zinsner gave us some insight into why Intel remains silent on its biggest clients.

During a conversation at the J.P. Morgan Global Technology, Media, and Communications conference in Boston, Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node. Zinsner implied Intel will have more customers for its future 14A process node.

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