Intel Foundry
Intel Foundry Services (Intel Corporation)
Market Share
<1% advanced foundry revenue (ramping; Intel 18A target late 2025)
Key Product
Intel 18A, 3nm-class logic
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Intel Foundry Services (IFS) is Intel's bid to become a major third-party chip manufacturer, competing with TSMC and Samsung for external customer orders. Intel is deploying its Intel 18A process — featuring RibbonFET gate-all-around transistors and PowerVia backside power delivery — which it claims will be competitive with TSMC's N2. The company has secured significant US government support through the CHIPS Act, receiving up to $8.5 billion in grants and $11 billion in loans to build advanced fabs in Ohio and Arizona. Microsoft has committed to producing chips on Intel 18A. Intel's success as a foundry is strategically important to US efforts to reduce dependence on TSMC and diversify advanced chip manufacturing geography.
Connected companies
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Critical path — raw silicon to deployment
The tightest single-source dependencies, in order.
RAW MATERIALS
Tungsten (CN)
Ammonium paratungstate (APT) and tungsten powder
RAW MATERIALS
Germanium (CN)
Germanium metal and GeO₂ for SiGe epitaxy
EQUIPMENT
ASML
EUV & DUV lithography systems
FOUNDRIES
Intel Foundry
Intel 18A, 3nm-class logic
CHIP DESIGNERS
Broadcom
TPU ASICs (Google), networking ASICs
CHIP DESIGNERS
Intel
Gaudi 3 AI accelerator, Xeon Scalable CPUs, Intel Arc GPU
Export controls touching Intel Foundry
China Gallium & Germanium Export Controls (Aug 2023)
China's Ministry of Commerce and Customs implemented export licensing requirements for gallium and germanium products, effective August 1, 2023. The controls cover 8 gallium-related items (including gallium metal, gallium nitride, and gallium arsenide) and 6 germanium-related items (including germanium metal, germanium dioxide, and germanium epitaxial growth wafers). Exporters must apply to the Ministry of Commerce for licenses, which are reviewed for national security and non-proliferation considerations. China produces approximately 80% of the world's gallium and 60% of its germanium, making these controls a direct leverage point over semiconductor and compound-semiconductor supply chains globally.
▲ 13 companies affected
QWho supplies Intel Foundry?
Intel Foundry relies on 14 upstream suppliers across the AI chip supply chain.
ASML (Sole maker of EUV lithography machines), Applied Materials (Largest semiconductor equipment maker by revenue), Tokyo Electron (Leading maker of etch and deposition equipment), KLA (Dominant maker of wafer inspection and metrology tools), Lam Research (Leading supplier of etch and deposition equipment), and 9 more.
QWhat does Intel Foundry make?
US-based foundry ramping Intel 18A and 3nm nodes
Key products Intel 18A, 3nm-class logic