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Industry

Intel pushes into foundry market, focus on Samsung response

Intel’s push into the contract chipmaking market is becoming visible through orders from big tech firms, with Tesla set to use Intel’s 14A process for AI chips and Google reportedly shifting part of TPU production. The move comes as TSMC capacity constraints have opened space for alternatives such as Samsung Electronics. Intel’s U.S. government backing and leadership hires add to competition for U.S. customer volumes, as Samsung prepares to outline its technology strategy at upcoming forums in Seoul.

Industry

Former SK On chief Lee Suk-hee returns to Intel as foundry back-end chief

Former SK On chief Lee Suk-hee returned to the semiconductor industry after Intel appointed him executive vice president of its foundry business, the company said on Thursday. Lee will oversee advanced packaging, system integration, and back-end technology development and manufacturing for Intel Foundry, reporting directly to CEO Lip-Bu Tan. Intel will also run advanced packaging as an independent business unit and plans to expand mass production of technologies including EMIB-T and HBI.

AI & Enterprise

Intel 18A-based new laptop chips face supply shortage reports, testing manufacturing comeback plan

Intel’s next-generation laptop processors are reported to be facing supply shortages from the start of their launch, drawing attention because they are the company’s first major products made on its advanced 18A process. Tech journalist Tim Culpan said contacts at three major PC makers cited shortages of Panther Lake and Wildcat Lake. Intel acknowledged some tight supply but said it is improving, as it pushes its IDM strategy and expands its foundry business.