Intel Foundry
Intel Foundry Services (IFS) · Founded 2021 · Santa Clara, United States
Intel's external foundry arm, spun out as a separate business unit. Racing to catch TSMC with Intel 18A (comparable to 2nm). Massive CHIPS Act subsidies ($8.5B) funding Ohio and Arizona fabs. Critical for US semiconductor sovereignty but still unproven for leading-edge AI workloads.
Capacity utilization
From quarterly earnings disclosures
| Quarter | Advanced | Mature | Packaging |
|---|---|---|---|
| 2025-Q1 | 40% | 60% | 45% |
| 2024-Q4 | 35% | 58% | 40% |
| 2024-Q3 | 30% | 55% | 35% |
| 2024-Q2 | 25% | 52% | 30% |
Process nodes
4 nodes · from mature to bleeding-edge
Intel's first EUV node · Meteor Lake laptop chips
Enhanced version · Granite Rapids server, Sierra Forest
1.8nm equivalent · Intel's make-or-break node · GAA + backside power · first external customer: Microsoft
2nm equivalent · first RibbonFET (GAA) + PowerVia · Arrow Lake
Advanced packaging
Interposer, 3D stacking, and chiplet tech
Embedded Multi-die Interconnect Bridge · chiplet interconnect
3D face-to-face stacking · high-bandwidth die stacking
Key clients
Disclosed reservations and contracts
| Company | Booked thru |
|---|---|
| 2026 | |
| 2026 |
Fab locations
5 facilities globally
Geography
Headquarters and global footprint
Sources
Every data point on this page is reproducible
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