Intel Foundry
US leading-edge hopeful betting on 18A and backside power
Intel Foundry is Intel's carved-out contract manufacturing arm and the leading US-headquartered attempt to reclaim process leadership. Its 18A node (1.8nm-class) combines RibbonFET GAA transistors with PowerVia backside power delivery and entered production in 2025 for Intel's own Panther Lake CPUs, with external customers being courted for 18A and 14A. The US government took a ~10% equity stake in Intel in 2025, underscoring Intel Foundry's national-security role, though it has yet to land a major marquee external leading-edge customer.
Leading node
18A (RibbonFET + PowerVia backside power)
18A status
Volume production 2025 (Panther Lake)
US govt stake
~10% equity taken in 2025
Fabs
Arizona (Fab 52), Ohio (delayed)
How it fits the stack
Intel Foundry with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Intel Foundry in the AI stack. Intel Foundry with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 10 entities, 9 relationships
- Intel Foundry —depends on→ Applied Materials
- Intel Foundry —uses→ ASML High-NA EUV (EXE:5000/5200)
- Intel Foundry —depends on→ ASML Holding
- Intel Foundry —uses→ EUV Lithography (13.5nm)
- Intel Foundry —supplies→ Silicon Wafers
- Intel Foundry —partners with→ imec
- Intel Foundry —partners with→ Nvidia
- Intel Foundry —competes with→ Rapidus
- Intel Foundry —partners with→ UMC (United Microelectronics Corporation)
Depends on ↑ · 5
Context — capital, rivals, policy · · 4