Producer
Intel Foundry (IFS)
Intel Corporation's external foundry business (Nasdaq: INTC; spun into Intel Foundry Services in 2021 under Pat Gelsinger; accelerated under CEO Lip-Bu Tan from 2024). Intel is attempting to become the third advanced logic foundry at sub-7nm, targeting 18A (1.8nm-class) and 20A process nodes. 18A uses RibbonFET (Intel's GAA transistor) and PowerVia (backside power delivery) — the most aggressive process technology on the roadmap. However, 18A yields were reportedly ~10% at risk production (August 2025), far below the 70-80% needed for external customer viability. Intel 4 (Leixlip Ireland, Fab 34) is in volume production for internal products. Ohio New Albany fabs (Intel 18A, $20B investment) under construction. CHIPS Act recipient: $8.5B grant. Intel Foundry holds ~1-2% of advanced logic market — primarily Intel's own Panther Lake CPUs and Lunar Lake. External customer viability expected 2027 at earliest.
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Inputs supplied
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Goods downstream
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Facilities
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Stories
What they make
3 inputs Intel Foundry (IFS) supplies
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Goods downstream
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Where they make it
4 facilities
Intel D1X / Ronler Acres Campus — Hillsboro, Oregon →
USHillsboro, Oregon · logic_fab_advanced
Intel's primary R&D and leading-edge process development fab. Houses D1X (300mm, Intel 18A / Intel 3 R&D). US's most advanced chip manufacturing outside TSMC Arizona. CHIPS Act recipient.
Intel Fab 34 (Leixlip, Ireland) — Intel 4 →
IECounty Kildare · fab
Intel Fab 34, Leixlip, County Kildare Ireland — Intel's primary European advanced logic fab. Produces Intel 4 process node (equivalent to TSMC N5-class EUV) for Intel's Meteor Lake CPU tiles. Intel 4 is Intel's first EUV-enabled process node, entering volume production 2023. Fab 34 represents a €17B investment. Intel is expanding further in Ireland (Fab 34 expansion and potential Fab 36). Source: https://www.intel.com/content/www/us/en/newsroom/news/intel-fab-34-ireland.html
Intel Ohio Two Fabs (New Albany, Ohio) — Intel 18A →
USOhio · fab
Intel's New Albany, Ohio campus — the largest semiconductor manufacturing investment in US history ($20B, expandable to $100B for up to 8 fabs). Targets Intel 18A (1.8nm-class, RibbonFET GAA + PowerVia backside power delivery). Under construction as of 2025. Full production originally targeted 2025–2026; delayed amid Intel's financial challenges and 18A yield struggles (~10% yield, August 2025). Intel Ohio is the centerpiece of the CHIPS Act's domestic advanced node strategy but faces significant execution risk. Source: https://www.intel.com/content/www/us/en/newsroom/news/intel-ohio-chip-manufacturing.html
Intel Oregon Fab (18A Node) →
USOregon · fab
Intel's Hillsboro, Oregon development and early-production fab for 18A process node. Risk production of Panther Lake CPUs ongoing (late 2025). Yields ~10% as of August 2025; improving at ~7%/month. High-volume production moving to Fab 32 (Chandler, Arizona) from late 2025. External customer viability expected 2027 at earliest when yields reach 50%+. Source: https://www.tomshardware.com/tech-industry/semiconductors/intel-ceo-recognizes-its-18a-node-for-external-customers-as-18a-p-gets-inbound-interest-company-cites-increasing-yields
What else they do
Business segments
The company's full revenue map — where this supply-chain role fits within their broader business.
Intel Products (PC + Server CPUs)
70%Intel Foundry Services (IFS)
15%Advanced Packaging (EMIB + Foveros)
10%Network + Edge (Altera + Mobileye)
5%
Intelligence
What's known
Sourced claims about this company's role in supply chains — chokepoints, concentration, incidents, dual-use connections.
Did you know2023
Intel is publicly known as a CPU company (x86), but they are also the primary holder of US domestic leading-edge semiconductor manufacturing capability — and the only US company with government contracts to manufacture classified military and intelligence chips on US soil. Intel's RAMP-C program (Rapid Assured Microelectronics Prototypes - Commercial) manufactures chips for the US DoD at Intel's Hillsboro, Oregon facility. US military chips cannot currently be manufactured at TSMC or Samsung for classified applications. If Intel Foundry Services fails commercially (which appeared possible after Gelsinger's departure and $16B losses in 2024), the US would have no domestic path to leading-edge classified semiconductor manufacturing — unless the government directly subsidizes Intel to continue. The CHIPS Act gave Intel $8.5B in grants and $11B in loans partly to ensure this strategic domestic manufacturing capability survives commercial headwinds. Consumer CPU company = US national security manufacturing asset.
US Department of Defense ↗Origin2023
Intel was founded in 1968 by Gordon Moore and Robert Noyce — who had just left Fairchild Semiconductor — with $2.5M from venture capitalist Arthur Rock. Moore had described transistor density doubling every two years in 1965 (Moore's Law) while still at Fairchild. Intel's first product was not a CPU but a SRAM memory chip (the 1101 in 1969). Intel entered processors accidentally: in 1969, Japanese calculator company Busicom contracted Intel to design a set of custom chips for a calculator. Intel engineer Ted Hoff instead proposed a single general-purpose processor — the Intel 4004, first commercial microprocessor (1971). IBM's 1981 decision to use Intel's 8086 for the IBM PC (rather than Motorola 68000 or National Semiconductor) created the x86 architecture monopoly that Intel held for 40 years. Intel's integrated model (design + manufacture) was a competitive advantage until approximately 2016, when TSMC's 10nm process surpassed Intel's own 10nm — and Apple, AMD, and NVIDIA began gaining by leveraging TSMC's superior nodes.
Intel ↗Capacity2024
Intel received $8.5B in direct CHIPS Act grants plus $11B in government loans — the largest single CHIPS Act award — to rebuild US advanced logic manufacturing capacity. Intel's 18A process node (1.8nm class) entered risk production in 2025 and is the first US-made chip process to challenge TSMC N2. However, Intel's yield struggles and customer hesitancy have left TSMC with an effective monopoly on advanced foundry customers; Intel Foundry has not yet won a major external customer at leading-edge nodes.
U.S. Department of Commerce ↗Incident2025
Intel's 18A process node — the technology Intel bet its foundry business on and the most-hyped alternative to TSMC for U.S. domestic AI chip production — achieved only approximately 10% yield at risk production as of August 2025, compared to the 70-80% needed for external customer viability. Despite this, Intel CEO Lip-Bu Tan reversed an earlier position and is actively courting external customers, with 'inbound interest' for 18A-P (performance variant) and first external tapeout expected H1 2026. Yields are improving at roughly 7% per month. The realistic external customer viability target is 2027 — meaning the widely-cited narrative that Intel Foundry provides U.S. strategic redundancy to TSMC for AI chips remains aspirational for at least two more years.
TrendForce ↗