Last night Intel held its 2025 Foundry Direct Connect presentation where it outlined the next few years for the company in terms of production and fabrication. The company outlined the future roadmap of the 18A and second generation 14A nodes along with their focus on AI computing. As part of this Intel announced its lineup of partners for moving forward on manufacturing further silicon.
Sadly, however, there was zero mention of new customers for Intel Foundry, which could either mean it’s keeping those deals secret until any negotiations are completed and the ink is dried on the contract, or Intel is really struggling to get companies onboard with its upcoming new processes. A big name would have done a lot to give people confidence in the foundry’s future success.