Intel Foundry Momentum Grows but TSMC Still Dominates Advanced Chip Manufacturing

Industry Impact 4
โดย The Motley Fool·Read original
Summary · why it matters

Intel's foundry business is gaining high-profile attention, including a reported Apple chip-design collaboration and a partnership with Nvidia, but Taiwan Semiconductor Manufacturing remains the dominant force in advanced chip production. Intel's 18A process entered high-volume production last October, and its foundry segment generated $5.4 billion in first-quarter revenue, though only $174 million came from external customers and the unit posted a $2.4 billion operating loss. TSMC controls about 70% of the pure-play foundry market and more than 90% of leading-edge production, with first-quarter revenue rising 41% year over year to $35.9 billion and a gross margin of 66.2%. TSMC expects 2026 revenue to grow more than 30% and plans capital spending toward the high end of a $52 billion to $56 billion range, while Intel's CEO anticipates early design commitments from external customers in the second half of 2026.

Impact on stocks 5

Semiconductors▲ · 3 stocks
Intel Corporation
INTC
± MixedTechnologyrelevance

Intel's 18A process in production, foundry revenue and loss reported, but still lags TSMC.

Artificial Intelligence▲ · 2 stocks

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