# Intel Secures Foundry Deals With Tech Giants

> Intel reportedly lands foundry contracts with Apple, Nvidia, Broadcom, and others.
- Title: Intel Secures Foundry Deals With Tech Giants · BigGo Finance
- Summary: Intel reportedly lands foundry contracts with Apple, Nvidia, Broadcom, and others. Intel has reportedly secured foundry contracts with Apple, Nvidia…
- Keywords: intel, apple, nvidia, broadcom, amd, microsoft, google, foundry, semiconductor, emib-t, tpu, Secures
- Source: BigGo Finance — https://finance.biggo.com/news/9e93e477-d0a3-489e-95f6-2fe2cb826bb4
- Author: BigGo Finance
- Published: 2026-10-15T21:35:29+00:00
- Read time: 1 min
- Topics: intel, apple, nvidia, broadcom, amd, microsoft, google, foundry, semiconductor, emib-t, ai, tpu
## Intel Wins Foundry Contracts
Intel reportedly secured foundry contracts from Apple, Nvidia, Broadcom, AMD, Microsoft, and Google.
## Apple's Multi-Generation Chip Contract
Apple's A-series and M-series chip contract alone could represent 600,000 wafers and $15 billion to $20 billion in revenue.
## Google's TPU Program Opportunity
Google's TPU programs could generate $12 billion to $15 billion through Intel's EMIB-T technology.
## Other Tech Giants in Evaluation
Amazon AWS, Anthropic, and SpaceX's Terafab remain in evaluation for Intel's 18A-P and 14A processes.
## Yield Challenges at Suppliers
Yield challenges at Ibiden and Unimicron could constrain near-term ramp-up for Intel's packaging.
## Advanced Packaging Focus
Intel's EMIB-T technology embeds silicon bridges with through-silicon vias into organic substrates for 3D stacking.
## Qualcomm and Amazon Programs
Qualcomm's AI300 ASIC and Amazon's Trainium 3 could use Intel's EMIB-M technology.
## MediaTek's Potential Use
MediaTek could use Intel's EMIB-T for 2 million substrates in 2028 to support next-generation TPU v9 AI chips.
## TSMC's Market Dominance
TSMC dominates leading-edge chips with 534 customers in 2025, top 10 accounting for 78% of net revenue.
## Intel's Strategic Position
Intel is uniquely positioned as the only U.S.-based advanced logic manufacturer for second-source capacity.
## Investor Concerns
Intel's stock has been under pressure as investors question its ability to compete with TSMC on technology and execution.
## Key takeaway

Intel has reportedly secured foundry contracts with Apple, Nvidia, Broadcom, AMD, Microsoft, and Google for advanced chips and packaging technologies.