Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround

Intel CEO Lip-Bu Tan said the company’s foundry business is drawing more interest as 18A yields improve.

He said Panther Lake is ramping and that potential customers are asking about future nodes like 14A.

Tan framed Intel Foundry as a strategic asset for bringing advanced chip manufacturing back to the U.S.

He did not name customers publicly, but said outside demand for Intel’s manufacturing is growing.