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Samsung Foundry pivots half of 4nm capacity to HBM4: External customers compete with own fab

Korean industry reports published this week confirmed what supply-chain analysts had flagged for months: Samsung has converted more than half of its most advanced commercial foundry node into a ...
Reuters

Intel's foundry future depends on securing a customer for next-gen chipmaking tech

SAN FRANCISCO, July 24 (Reuters) - Intel (INTC.O), opens new tab warned investors on Thursday that it may have to get out of the chip manufacturing business if it does not land external customers to ...

[Bottleneck Stock] Intel (INTC) — Will the 18A factory be constrained by 'production capacity' or 'number of external customers'? 95% of foundry revenue is for internal …

I will get straight to the core. Intel (NASDAQ: INTC)'s factories are currently being constrained not by the "number of ...
CRN

Intel: Future Of Foundry Business Hinges On A ‘Significant External Customer’

While the semiconductor giant says it may ‘pause or discontinue our pursuit of Intel 14A and successor nodes’ if it can’t secure a ‘significant external customer,’ Intel CEO Lip-Bu Tan says the ...
Reuters

Intel has limited customer commitments for latest chip manufacturing tech, CFO says

May 13 (Reuters) - The volume of processors Intel (INTC.O), opens new tab is set to produce for external customers using its upcoming manufacturing technology is currently "not significant", finance ...