IDM and emerging external foundry; brought backside power (PowerVia) to volume with 18A as its comeback bet.
Intel reported Q2 revenue of $16.1B, up 25% year over year — its fastest growth since 2011 — with adjusted EPS of 42¢ doubling the 21¢ expected. Data Center & AI revenue jumped 59% to $6.3B. Q3 guidance ($15.8–16.8B) came in well above estimates, and shares rose after hours.
Fortinet became the first named external Intel Foundry customer since Lip-Bu Tan took over, with a firewall ASIC built on the Intel 4 process. Intel shares jumped more than 8% two days before Q2 earnings. It's a real proof point — but on a mature node, not the leading-edge 14A the turnaround thesis rests on.
ASML lifted 2026 revenue guidance to €43–45B (from €36–40B, +16% at midpoint) after a Q2 beat (€9.33B revenue, €2.92B net), and will expand low-NA EUV and DUV immersion capacity by 30% each. Intel becomes the first to make chips (Panther Lake) on its High-NA tool.
Intel announced a €5B (~$5.7B) expansion of its Leixlip, Ireland campus — upgrading fabs and installing leading-edge tools to scale Intel 3 output for Xeon 6 and next-gen server chips, citing AI and HPC demand. Total Irish investment tops €30B.
Intel CEO Lip-Bu Tan broke ground on a 107,000 sq ft Bowers Campus expansion — two manufacturing buildings supporting EUV photomask production for the 18A-P and 14A nodes, timed ahead of the US 35% investment-tax-credit deadline.
Intel / Apple — President Trump said (on Truth Social, 18 Jun 2026) that Apple has agreed to work with Intel on US chip design and manufacturing — sending Intel up ~9%. It follows a WSJ report of a preliminary deal after a year of talks, with Intel likely starting on simpler M-series parts before iPhone silicon, helping Apple diversify from TSMC. Neither company has confirmed scope, timing or structure — so this remains unconfirmed.
TSMC holds ~two-thirds of the market and the yield lead; Intel is betting its comeback on 18A; Samsung trails on yield. Our read on a race where one player's dominance keeps compounding. (Our opinion, not investment advice.)
No part of a "2nm" chip is 2 nanometers. Node names are marketing labels, not physical measurements — so we read them alongside transistor density and who is actually shipping in volume.
Intel (18A) — Intel's 18A brought PowerVia backside power to a volume node — a structural change rivals are still adopting.
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