EPISODE · Jun 12, 2026 · 9 MIN

Intel's Foundry Gambit Inside the Chipmaker's Five-Year Plan

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

Intel is betting its future on becoming the world's second-largest chip foundry by 2030. Lucas and Luna break down the numbers behind Intel's aggressive capital expenditure plan, the key customer wins they need, and why the recent 18% stock surge might be premature. With TSMC dominant and AMD gaining ground in data center chips, can Intel actually pull off this turnaround? A look at the specific milestones investors are watching this quarter. #Intel #Foundry #Semiconductor #ChipManufacturing #TSMC #CapitalExpenditure #Turnaround #DataCenter #AMD #Investing #Technology #Business #StockMarket #ChipIndustry #Manufacturing #FexingoBusiness #BusinessPodcast #ChipsAndFoundries Keep every episode free: buymeacoffee.com/fexingo

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