Intel is investing in new foundry processes to compete with TSMC, potentially driving stock growth

From Nasdaq: 2025-05-14 00:18:00

Intel is shifting focus to its foundry business, investing $95 billion in the past 4 years. Despite a 40% stock drop, hope lies in the new 18A process, with risk production underway and laptops already sampling. The process promises faster speeds and lower power consumption compared to TSMC.

Intel’s 18A process, featuring RibbonFET and PowerVia technologies, aims to revitalize its foundry business. The company is also working on 18A-P and 18A-PT variants for advanced applications. This move could help Intel compete with TSMC in producing highly integrated chiplet designs efficiently.

At Intel’s Foundry Direct 2025 event, plans for the 14A node were confirmed, succeeding the 18A process. The node promises enhanced backside power delivery technology and aims for risk production by 2027. This timeline might give Intel a competitive edge over TSMC, attracting high-performance computing and AI chip customers.

Intel’s role in reshoring semiconductor manufacturing in the U.S. is crucial. With TSMC facing restrictions on producing advanced chips overseas, Intel stands as the only domestic foundry with leading-edge technology. This could benefit Intel as chips become a national security priority, potentially boosting the company’s position in the market.

Intel stock has seen significant volatility in recent years, with varying annual returns. Despite challenges like market share loss to AMD and industry shifts, Intel’s foundry business could drive stock growth. Valued at $25 per share, a successful execution of the 18A process could lead to considerable upside potential for Intel.



Read more at Nasdaq: Intel’s Foundry Updates: 18A Risk Production, New 14A Process