With the goal of overtaking competitor TSMC in advanced chip manufacturing by 2025, Intel disclosed intentions to leverage its services to produce a custom computing chip for Microsoft. With follow-up technology, 14A, expected to hold the lead until 2026, Intel's 18A technology seeks to recover the title of manufacturer of the fastest chips in the world. Another factor in Intel's order prediction is Microsoft's unannounced processor order.
Intel has made the disclosures at an event in San Jose, California, at the first technology conference for Intel Foundry, the contract manufacturing operation it established to compete with TSMC.
Intel says it plans to retake the mantle of making the world's fastest chips from TSMC later this year with what it calls Intel 18A manufacturing technology and extend that lead into 2026 with new technology called Intel 14A.
It said Microsoft will use its 18A technology to make an undisclosed chip and that it now expects $15 billion of foundry orders, up from the $10 billion that the company had earlier told investors to expect.
TSMC's Taipei-listed stock has jumped almost 17% so far this year due to its dominance in producing the kinds of advanced chips used in AI applications by companies like Nvidia.
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