NuAxiSemiconductor trade intelligence
RT NEWS: 👀 #Intel’s foundry rebound may be in sight: CFO says #18A progress is strong enough to consider external customers, while #EMIB packaging...
What happened
Intel's CFO stated that progress on its 18A process is strong enough to consider external foundry customers, while EMIB packaging could generate billions in revenue starting in the second half of 2026. This is a forward-looking statement regarding Intel's internal technology roadmap and potential business expansion. Neutral: No immediate impact on supply, demand, or pricing of electronic components.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
Foundry ServicesAdvanced Packaging
foundryadvanced-packagingroadmap
Source and time
Source: TrendForce Official (Market Data) · 3/4/2026 · View original source
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