Intel seems to finally be recovering under the leadership of its new CEO. After a year of internal changes, its chip manufacturing division, Intel Foundry Services (IFS), has started to improve again. This has led to a 50% increase in equipment orders from suppliers in Taiwan.
This move shows that Intel wants to recover lost ground in chip manufacturing and position itself strongly in the growing AI market.
One of the key steps in this strategy has been taking back full control of its Fab 34 facility in Ireland. Intel bought back the stake that Apollo held, becoming the sole owner again. This decision shows that the company wants to speed up production using its Intel 3 and Intel 4 nodes, while also preparing for the future 18A node, which is very important for competing directly with TSMC.
Intel Steps Up AI Battle With TSMC After 50% Increase in Equipment Orders
The rise of AI is also changing how companies use hardware. Until now, GPUs have been the main focus, but with the growth of AI inference and autonomous agents, CPUs are becoming important again for handling data and tasks. This shift puts Intel back in a strong position in data centers, after years where NVIDIA and AMD had taken the lead.
It is also important to remember that among the major companies making CPUs and GPUs, Intel is the only one with its own manufacturing capability.
Intel is also promoting its upcoming 14A node and its EMIB advanced packaging technology, which competes with TSMC’s solutions. These technologies could help Intel attract large companies such as Apple, NVIDIA, AMD, and Google.
The increase in demand is already causing pressure on the global CPU supply. Large companies like Amazon are trying to secure as much production as possible. Intel is looking to take advantage of this situation by gaining orders from major cloud companies in the United States, especially because it can offer local production.
Overall, this is positive news for Intel, especially considering that not long ago there were even rumors about the company being sold.
