IF

Silicon · Second string · Independent

Intel Foundry

Intel's contract manufacturing arm, still building outside customers.

51OVRProspectDraft · rated on 4 of 6

Ratings

Intel Foundry had $293m of external revenue and a $2.1bn operating loss in Q2 2026, and customers decide on 14A between the second half of 2026 and the first half of 2027.

  • Dominance50draft

    External revenue was $293m in Q2 2026, early for a foundry still building outside customers.

    reported alpha-sense.com
  • Momentumunrated

    The Atlas gives no growth figure and no stated direction for this company.

  • Leverage50draft

    Tesla is reported as a 14A customer, unconfirmed, so the Atlas states no confirmed dependence.

    reported alpha-sense.com

    Network base 50, judgment +0.

  • Durability58draft

    It posted an operating loss of $2.1bn in Q2 2026, and customers decide on 14A between the second half of 2026 and the first half of 2027.

    reported alpha-sense.com
  • Firepower50draft

    It posted an operating loss of $2.1bn in Q2 2026 and has state and investor backing.

    reported alpha-sense.com
  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

DOM 50MOM –LEV 50DUR 58FIRE 50HEAT –

Key figures

$293mExternal revenue and an operating loss of $2.1bn in Q2 2026. 14A volume ramp set for 2028

From the Atlas key figure: External revenue $293m and an operating loss of $2.1bn in Q2 2026. 14A volume ramp set for 2028. Tesla is reported as a 14A customer, unconfirmed. Source: alpha-sense.com.

Profile

Intel's contract manufacturing arm, still building outside customers.

Silicon · Foundries · Second string

Key figure External revenue $293m and an operating loss of $2.1bn in Q2 2026. 14A volume ramp set for 2028. Tesla is reported as a 14A customer, unconfirmed.

Why it may rise The only Western leading-edge alternative to TSMC, with state and investor backing.

What could change it Customers decide on 14A between the second half of 2026 and the first half of 2027.

reported alpha-sense.com

Connections

Allies and partners

See Intel Foundry and its connections on the map →

Sector standing

No. 31 of 32 rated in Silicon

  1. 28Tenstorrent57
  2. 29Etched53
  3. 30Rapidus52
  4. 31Intel Foundry51
  5. 32Substrate49

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric.