KeyBanc Says Intel Won Foundry Orders From Six Companies

KeyBanc analysts say Intel has secured foundry orders from Broadcom, Google, Apple, AMD, Microsoft and NVIDIA, according to a report by Wccftech. The claims follow the analysts’ recent trip to Asia.

The report says KeyBanc sees Intel Foundry on track for sizable orders tied to its 18A-P and 14A processes. It says most of the expected orders are skewed toward 14A, but provides no order values, shipment dates or customer confirmations.

Amazon, Anthropic and SpaceX’s Terafab are still evaluating Intel’s 14A and 18A-P processes, the report says. That indicates evaluation rather than a secured order for those three. The source also says KeyBanc’s positive view echoes an outlook from Piper Sandler in September, without specifying the year.

Wccftech attributes the contract claims to KeyBanc; the source material does not include direct statements from the companies named.