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The Latest Breaking News from Intel Foundry

Intel Just Posted Its Best Revenue Growth in 15 Years. Here’s What It Means for INTC Stock.

Intel recently posted Q2 earnings and announced a partnership with Synopsys for designing 14A chips using AI EDA flow.

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Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.

Tom’s Hardware

Intel closes out RAMP-C production pilot that paid Nvidia and others to run test chips on 18A — program helped lay a path for secure domestic chip production on advanced processes

Intel Foundry says that it has completed RAMP-C, the U.S. defense program awarded to the company in 2021 to stand up a domestic leading-edge chip ecosystem on its 18A process.

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Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Execution.

Intel said 2026 capital expenditures will rise above $20 billion, with 2027 spending expected to be even higher, as the company invests to address tight capacity and AI-driven demand in its foundry business.

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Fortinet and Intel Just Announced a New Collaboration. The Real Test for FTNT Stock Is Earnings.

Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry.

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Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

Tom’s Hardware

Stacking Chips: The Hidden Supply Shock Fueling Intel

Intel shares have rallied amid a server CPU supply shortage and 10%-15% price hikes, with HSBC setting a $200 target as Intel Foundry's 18A node hits production milestones ahead of July 23 earnings.

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Intel’s Turnaround Story Is Likely to Get Better and Support INTC Stock Upside

Intel just got a new Street-high price target of $200 from HSBC.

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Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point

Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.

Tom’s Hardware

Intel Advances Next Generation 18A-P Chip to Risk Production. This Is a Big Deal for INTC Stock.

Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.

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Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging

Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected…

The Economic Times

Intel hires former SK hynix chief Seok-Hee Lee to lead Intel Foundry advanced packaging — company establishing section as 'focused business with dedicated leadership'

Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.

Tom’s Hardware

Intel Stock Is Soaring: Why a $150 Price Target Could Be Within Reach in 2026

Intel is pursuing a two-pronged strategy, including expansion in AI and the development of a global contract manufacturing business that could reshape its long-term growth profile.

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Why Wall Street Loves Cadence Design Systems Stock Here

Wall Street is growing more bullish on Cadence as its latest Intel collaboration reinforces its position as a key enabler of next-generation semiconductors.

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Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI

Cadence's Agentic AI appears to be a positive game changer for its stock.

MarketBeat

Intel Is the Market's Most Mispriced AI Hedge

Intel's foundry pivot is gaining traction with hyperscalers like Google, signaling a fundamental shift in the AI chip supply chain.

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1 Intel Insider Just Sold Nearly 10% of His INTC Stock

Intel’s remarkable turnaround has fueled a massive rally, but a recent insider sale is giving investors a reason to look twice.

The Economic Times

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

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Intel’s Big Rally Continues, But Much of the Optimism Is Already Priced In

Intel’s remarkable rally reflects growing investor confidence in the company’s turnaround efforts and its expanding role in the AI infrastructure boom.

Tom’s Hardware

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

The rally followed a report claiming that SK is conducting R&D with Intel on 2.5D packaging using Intel's EMIB technology.

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Intel Just Lost Its Chief Accounting Officer. Is That a Red Flag or a Nonissue for INTC Stock?

Sometimes such announcements would be bad news, but Intel says the chief accounting officer stepped down to take another career opportunity. How will this shake out?

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With Tesla and SpaceX Using Intel’s 14A, Is INTC Stock a Buy Now as Part of an Early Bet on Its Foundry Plans?

Tesla and SpaceX will use Intel 14A in its Terafab complex, becoming some of the first non-Intel customers of the Intel foundry.

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Intel Earnings Confirm CPU Demand Is Outpacing Supply, But Does the Company Really Have an Edge?

Donald Trump's investment in Intel was timely, but can Intel solve its execution problem?

Tom’s Hardware

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Tom’s Hardware

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

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