Intel Foundry Services & the Foundry Market – Competitor's Assessment – 5 November 2021

  • Public Equity
  • TMT
  • North America


Former SVP at GlobalFoundries US Inc


  • Key takeaways from Intel's (NASDAQ: INTC) IDM (integrated device manufacturer) 2.0 strategy announcements
  • IFS (Intel Foundry Services) strategic rationale and customer base development
  • Timeline to IFS capacity ramp, investment schedule and yield/utilisation scenarios for Intel manufacturing operations
  • US federal, state and local incentives and implications for fab buildout costs
  • Intel's node transition roadmap and ability to win process leadership back from competitors, particularly TSMC (TWSE: 2330) and Samsung (KRX: 005930)


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