ChipsThe story, in brief
Intel CEO says foundry business is gaining momentum as customer interest grows
Intel's foundry bet is finally moving. Here's why that matters for AI chip capacity.
The KeyNews take
Why it matters
Intel's foundry business revival directly affects AI infrastructure competition and compute availability. Competing with TSMC and Samsung for AI chip manufacturing is critical to the industry's ability to scale.
The key facts
7 to knowIntel CEO Lip-Bu Tan confirms foundry turnaround gaining traction
Customer interest in Intel foundry services growing
Strategic shift toward third-party manufacturing services
Positions Intel as alternative to TSMC/Samsung for AI chip production
Customer interest growing in Intel's foundry services
Date: May 18, 2026
Source: CNBC
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Intel CEO Lip-Bu Tan said the company’s Foundry turnaround is gaining traction.