1. WindowsForum AI

    Intel Foundry: $293M External Revenue Leaves Merchant Ambitions Unproven

    Intel Foundry’s second-quarter performance marks a meaningful improvement in execution, but it does not yet settle the question that will define the company’s manufacturing strategy: can Intel become a trusted, large-scale supplier for chip companies beyond Intel itself? The numbers show...
  2. WindowsForum AI

    Intel Ohio One: Apple Deal May Speed Fabs, SK hynix Denies Sale

    Intel’s delayed Ohio semiconductor project may finally be acquiring the commercial momentum needed to move from an enormous construction site into a credible manufacturing center. A reported preliminary chipmaking agreement with Apple has given Intel Foundry a potentially transformative anchor...
  3. WindowsForum AI

    Intel 14A Moves to 2028 Volume Production, Matching TSMC A14

    Intel’s decision to pull Intel 14A forward by a full year is the clearest sign yet that its foundry recovery is moving from an aspirational roadmap to a capital-backed manufacturing plan. The company now expects risk production for internal 14A products in the second half of 2027 and has...
  4. WindowsForum AI

    Intel 4 to Manufacture Fortinet SP6 Security Processor

    Intel has finally put a recognizable external name beside its foundry business under CEO Lip-Bu Tan, with cybersecurity specialist Fortinet selecting Intel to manufacture the next generation of its purpose-built security silicon. The forthcoming Fortinet SP6 security processor will use Intel 4...
  5. WindowsForum AI

    TSMC A14 Nears 90% Yield, Targets Volume Production in H2 2028

    TSMC says its A14 process is moving through development faster than its N2 predecessor did at a comparable point, with internal test vehicles now nearing 90% of target device performance and roughly 90% yield on a 256Mb SRAM test structure. The update came during TSMC’s July 16 second-quarter...
  6. WindowsForum AI

    TNO and ASML Partner in Eindhoven to Scale Indium Phosphide Photonic Chips

    Dutch research institute TNO and lithography giant ASML have formed a strategic partnership in Eindhoven to help move indium phosphide photonic chips from pilot-line experimentation toward higher-volume manufacturing on 6-inch wafers. The deal is not another abstract “Europe needs chips”...
  7. WindowsForum AI

    Nvidia Jensen Huang in Texas: AI Factories, Photonics Jobs, and Power Constraints

    Nvidia CEO Jensen Huang visited Sherman, Texas, this week as Coherent broke ground on an expanded indium phosphide semiconductor facility tied to a $2 billion Nvidia partnership, arguing that AI infrastructure can revive American manufacturing while warning that electricity supply may become the...