What does the analyst report say?
KeyBanc analysts returned from a trip to Asia with a positive view of Intel's foundry momentum. According to the report, Intel has won orders from Broadcom, Google, Apple, AMD, Microsoft and NVIDIA for its 18A-P and 14A processes. Most of the orders are said to be skewed toward 14A.
Still evaluating
Amazon, Anthropic and SpaceX's Terafab are reportedly still evaluating Intel's 14A and 18A-P processes. That means these companies have not yet placed firm orders.
Why it matters
Intel has been trying to grow its foundry business in recent years. Winning orders from major chip buyers could signal growing confidence in the company's manufacturing technologies. However, the information is based on analyst assessment; there is no official statement from the companies.
