The question on everyone’s mind is what company is Intel’s marquee foundry customer? After far too much digging, SemiAccurate can answer that question and add some details.
Update March 5, 2024@10:40am: The delay has been too long, sorry about that, so I opened this up to all subscribers. Enjoy and apologies.
While speculation and rumors have run wild, over the past few months, hard info is scarce about who the purported big name Intel has landed for their IFS/Foundry efforts is. SemiAccurate has been chasing rumors but none have really panned out until very recently when we were able to confirm a name, a product, and a little on timing. Enjoy.
Authors Note: This is a business/finance story, a version for student subscribers will follow in the coming days.
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
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