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Intel Foundry SUPPLY CHAIN TRACE

FOUNDRIES🇺🇸 United States · INTC · NASDAQ

Intel Foundry is the US government's most strategic bet for domestic leading-edge chip manufacturing, backed by up to .5 billion in CHIPS Act grants and targeting Apple, Microsoft, and Broadcom as customers for its Intel 18A process. Success would give the US a credible domestic alternative to TSMC, reducing the geopolitical risk concentrated in Taiwan. The technical and commercial hurdles are formidable — Intel has not been a leading-edge foundry before — but the strategic stakes are uniquely high.

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UPSTREAM — SUPPLIERS

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies EUV machines to

Applied Materials

Largest semiconductor equipment maker by revenue

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EQUIPMENTsupplies CVD/PVD tools to

Tokyo Electron

Leading maker of etch and deposition equipment

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EQUIPMENTsupplies etch/deposition tools to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies inspection tools to

Lam Research

Leading supplier of etch and deposition equipment

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EQUIPMENTsupplies etch tools to

Sumitomo Chemical

Key supplier of EUV photoresist and compound semiconductors

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MATERIALSsupplies EUV photoresist to

Tungsten (CN)

Dominant tungsten producer for chip metallization contacts and tooling

Chokepoint🇨🇳
RAW MATERIALSsupplies W for contact metallization to

Germanium (CN)

Dominant germanium producer for SiGe transistors and fiber-optic preforms

Chokepoint🇨🇳
RAW MATERIALSsupplies Ge for SiGe epitaxy to

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

JSR Corporation

Major EUV and ArF immersion photoresist supplier; taken private by Japan Investment Corporation in 2023

Chokepoint🇯🇵
MATERIALSsupplies EUV/ArF photoresist to

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

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MATERIALSsupplies CMP slurries and process chemicals to

Shin-Etsu Chemical

World's largest silicon wafer supplier

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

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EQUIPMENTsupplies wafer cleaning systems to

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

Chokepoint🇯🇵
EQUIPMENTsupplies batch ALD/CVD furnaces to

↓ all supply to Intel Foundry ↓

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
<1% advanced foundry revenue (ramping; Intel 18A target late 2025)
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↓ Intel Foundry supplies to ↓

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSfabricates networking chips for

Intel

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

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CHIP DESIGNERSfabricates Xeon/Core CPUs for (intra-company self-supply)

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Intel Foundry's role in the AI chip supply chain?

US-based foundry ramping Intel 18A and 3nm nodes

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