By BigGo Finance
Publication Date: 2026-10-15 21:35:00
Intel’s (INTC) long-struggling foundry business may be on the verge of a dramatic turnaround, with a Wall Street analyst reporting that the chipmaker has secured manufacturing contracts from some of the biggest names in technology, including Apple, Nvidia, Broadcom, AMD, Microsoft and Google.
KeyBanc analysts returned from a recent trip to Asia with an overwhelmingly positive assessment of Intel’s foundry momentum, according to a Thursday report from Wccftech. The analysts said Intel has won orders for its 18A-P and 14A processes, with the bulk of the business skewing toward the more advanced 14A node. None of the companies involved have publicly confirmed the contracts, and details on scope, volume and dollar value remain based on analyst estimates rather than official disclosures.
The reported wins span a broad swath of the semiconductor landscape. Broadcom (AVGO) has tapped Intel to manufacture networking switches, while Alphabet’s Google (GOOGL) and Microsoft (MSFT) have both…
