Intel in its latest 10-Q filing with the US SEC revealed that the company has been \"unsuccessful to date\" in attracting significant customers to its external foundry business. Traditionally dedicated to manufacturing Intel products, the company's foundry had over the years reorganized itself into Intel Foundry Services, and opened its doors to manufacturing chips for external customers the way Samsung Electronics does. While Samsung's foundry manufactures SoCs, DRAM, and NAND flash products for itself, it's also been a contract manufacturer of cutting edge logic chips. For example, NVIDIA's GeForce \"Ampere\" GPUs were made on a Samsung 8 nm node. Intel was eying a similar future for its foundry, however, major chip designers seem less than enthusiastic. Intel battled foundry woes since the second half of the 2010s, when its switch from 14 nm to 10 nm took much longer than expected, and a resurgent AMD building chips on TSMC 7 nm adding pressure on Intel Products to court TSMC. The company's current \"Arrow Lake\" processor is made almost entirely on TSMC nodes, with its Compute tile being built on TSMC 3 nm, Graphics tile on TSMC 5 nm, and SoC tile on TSMC 6 nm. Only its Base tile (active interposer) is made on a mature Intel 22 nm node. This probably does not help Intel attract customers to its latest foundry nodes such as Intel 4, much less its upcoming sub-2 nm class nodes such as the upcoming Intel 14A. Intel Foundry Services in the filing disclosed that in the YTD, it raked in revenues from external customers of just $50 million. These are probably low-volume chip designers from the defense industry that are mandated to manufacture chips on US soil.

Intel Foundry Services "Unsuccessful" at Attracting External Customers: 10-Q Filing

Intel's latest 10-Q filing with the US SEC reveals that its external foundry business has struggled to attract significant customers, with only $50 million in revenue from external customers in the first half of 2025. The company's foundry, which aims to compete with Samsung's foundry services, faces challenges due to reliance on TSMC for its processors and a lack of interest from major chip designers.