Intel's foundry ambitions could get a massive boost from Nvidia, Google and Amazon

Intel’s foundry business could receive a substantial boost over the next few years, with several major technology companies reportedly considering its advanced packaging services. A roadmap attributed to GFHK and shared on X identifies Amazon, Google, Qualcomm, Microsoft, and Nvidia as potential external customers between 2027 and 2029.

Interestingly, Apple is notably absent from the list despite being listed as a viable candidate earlier. AMD was also touted as a potential customer, but recent reports suggest it might look at Samsung Foundry for some of its non-cutting-edge parts. 

According to the chart, Amazon could be among the first companies to adopt Intel’s backend manufacturing services, potentially for its third-generation Trainium AI accelerators in the first half of 2027.  It could return with its fourth-generation Trainium accelerators between the second half of 2028 and the first half of 2029.

Microsoft and Nvidia are listed alongside it, with the latter potentially using Intel’s services for its upcoming Feynman GPU architecture. Google and Qualcomm are listed as prospective customers for the second half of 2027, with the former potentially using Intel’s packaging technology for its Tensor Processing Units (TPUs).

The chart additionally outlines Intel’s manufacturing roadmap, placing 18A in the second half of 2026, 18A-P in the second half of 2027 and 14A between the second half of 2028 and the first half of 2029. However, these process milestones should not be interpreted as confirmation and are subject to change depending on market conditions. 

Intel’s advanced packaging technologies (EMIB-T and EMIB-M) could offer an alternative to TSMC’s CoWoS solutions, which have experienced considerable demand from AI chip manufacturers. However, TSMC is expected to retain an advantage in packaging maturity and yields through at least 2028. For now, the roadmap remains an analyst projection and not an official list of Intel Foundry customers.