Who is the first big customer for Intel’s foundry efforts?

Update: Name, node, product, timing, and a little bit of history

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.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate