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Intel Foundry makes progress in advance processes, CEO Tan calls TSMC a key partner

Intel Foundry's global briefing emphasized steady progress in advanced process technology, including reference to the 18A node, and highlighted Taiwan Semiconductor Manufacturing Company (TSMC) as one of Intel's most important partners. The remarks come as Nvidia reportedly tested Intel's 18A process but did not move forward, underscoring mixed momentum in next-generation manufacturing trials. Lip-Bu Tan, CEO of Intel Foundry, also signaled a desire for US support to rebuild Intel Foundry and attract 2–3 key customers, suggesting a strategic pivot toward expanding manufacturing capacity and customer access. Taken together, the discourse points to a potential new era for Intel Foundry, centered on stronger partnerships, process advancement, and a scaled go-to-market plan. While the progress is notable, volume production timelines and customer commitments remain pivotal questions for the near term. The broader implication is a more competitive landscape in advanced semiconductor manufacturing and heightened attention from policymakers and partners worldwide.