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Intel stock ticks up on reports of major AI client for 18A process

Published 17/10/2025, 16:22
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Investing.com -- Intel Corporation (NASDAQ:INTC) stock rose slightly by 0.2% Friday following reports that its foundry business has secured a significant artificial intelligence client for its advanced 18A/AP manufacturing process.

According to tech publication SemiAccurate, Intel Foundry has at least one volume customer for its cutting-edge 18A/AP process technology.

Speculation points to Microsoft (NASDAQ:MSFT) as the client. Online chatter suggests Microsoft could be using Intel’s manufacturing capabilities for its Maia series of custom-designed AI accelerator chips intended for Azure cloud infrastructure.

These rumors align with Intel’s February 2024 announcement that it had secured Microsoft as a marquee customer for manufacturing advanced semiconductors using Intel’s 18A process technology. The partnership was unveiled during Intel’s first "Foundry Direct" event, though specific details about the AI chip design were not disclosed at that time.

The reported client win represents a potential boost for Intel’s foundry ambitions as it works to compete with established players like Taiwan Semiconductor Manufacturing Company (NYSE:TSM) in the contract chip manufacturing space.

Previous reporting from The Information indicated that Microsoft had delayed mass production of its next-generation Maia AI chips until 2026, with the new chips (codenamed Braga, expected to be renamed Maia 200) pushed back by at least six months.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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