Intel says it has 10+ long-term foundry customers and is boosting capex
BenBajarin · x · 2026-07-24
Intel says it has locked in 10+ customers on long-term agreements and is increasing capex on that visibility.
The post also highlights Intel CFO comments that the foundry business has two parts:
- Wafers
- Advanced packaging
On packaging, Intel says it has already started to build backlog, and Lip-Bu Tan has visibility into billions of dollars of business. The market reaction in the thread frames Intel as standing out after hours even as peers like TSMC, ASML, and Texas Instruments also beat expectations.
Related event: Intel Q2 Earnings Beat Expectations, AI and Foundry Demand Drive Up CapEx(11 posts)→
More from Infra
- RTX 5080 price jumps from $1658 to $2318 in ten days on Amazon — Frizzy-MacDrizzle · 2026-10-27
- ComfyUI on 12GB VRAM: measured peaks show offloading turns 24s into 11 minutes — Impossible-Mail-4619 · 2026-10-27
- Neon rebuilds its docs search entirely on its own stack: Lakebase Search, Functions, AI Gateway — matei_zaharia · 2026-10-27
- PyTorch details 2.12x faster on-device streaming ASR on Arm SME2 via ExecuTorch — PyTorch · 2026-10-27
- NVIDIA shows speculative decoding speeding up LLM inference on Jetson with Qwen3.5 9B — NVIDIA Developer · 2026-10-27
- Revenue per GPU can rise as token prices fall, argues Gavin Baker — GavinSBaker · 2026-10-27