Semiconductor Manufacturing
Intel
A major US chipmaker and foundry operator in which the US government holds a 9.9% equity stake converted from CHIPS Act grants, with NVIDIA separately investing $5 billion in Intel common stock; Intel Foundry's 18A node has reached high-volume manufacturing in Arizona and Oregon with yields improved to roughly 85%, 18A-P has entered risk production, and the foundry is now producing or designing custom chips for Microsoft, Amazon, AMD, NVIDIA and OpenAI.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by Mobileye
“Intel's acquisition of Mobileye in 2017”
SEC 8-K exhibit (0001104659-26-086062) · Jul 23, 2026
Mentioned by CrowdStrike
“Expanded a strategic collaboration with Intel to optimize the Falcon platform for AI PCs, combining silicon-level telemetry with AI-native protection to secure data as workloads move to the endpoint.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Mentioned by Cadence Design Systems
“IP revenue grew more than 40% year-over-year, driven by strong demand for Cadence s Star IP portfolio, highlighted by a significant agreement with Intel and additional wins with leading semiconductor companies”
SEC 8-K exhibit (0000813672-26-000089) · Jul 27, 2026
Federal contract disclosures
Department of Commerce — $191,939,794: PATENT COOPERATION TREATY.
USAspending.gov · Jan 3, 2012
Department of Defense — $122,944,513: UNIFIED VIDEO DISSEMINATION SYSTEM (UVDS) SUPPORT
USAspending.gov · Feb 7, 2020
Department of State — $45,040,733: THE OPEN SOURCE INTELLIGENCE PROGRAM IDENTIFIES AND ANALYZES INFORMATION WITHIN THE OPEN SOURCE ENVIRONMENT RELATED TO TERRORISM, POLITICAL VIOLENCE, THREATS, AND SUSPICIOUS ACTIVITY DIRECTED AGAINST THE SECRETARY OF STATE, DEPARTMENT PERSONNEL AND FACILITIES, DESIGNATED FOREIGN DIGNITARIES AND FACILITIES IN THE UNITED STATES, AND PERSONNEL ABROAD UNDER CHIEF OF MISSION AUTHORITY.
USAspending.gov · May 9, 2019
Department of Defense — $44,085,797: THIS CONTRACT IS FOR DESIGN AND ALLIED SUPPORT AND FACILITY CONSTRUCTION OF A TEMPORARY 22,000 SQUARE FOOT RELOCATABLE FACILITY FOR SPACE DELTA 9, MEETING ALL SPECIFICATIONS.
USAspending.gov · Sep 30, 2024
Department of the Treasury — $37,983,046: CI INSTRUCTOR TRAINING SUPPORT SERVICES
USAspending.gov · Jul 1, 2022
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
6 sources · 1 government/SEC filing · 81% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Intel Corporation FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- TrendForce — Intel ramps up advanced packaging: Malaysia complex operational in 202666% source confidence
- TechPowerUp / Forbes — Intel Foundry nears design wins from Apple, Microsoft and AWS on 18A/14A nodes58% source confidence
- Intel Corporation, official press release — US government converts CHIPS Act grants into a 9.9% equity stake in Intel92% source confidence
- NVIDIA Corporation, official investor relations — NVIDIA invests $5 billion in Intel common stock92% source confidence
- TrendForce / Intel Newsroom — Intel reports 18A yield breakthrough and 18A-P risk production82% source confidence
Latest Activity
- FilingIntel filed an 8-K (items 2.02,9.01)8-K
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Intel depends on below, and who depends on Intel above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Direct Government Equity Stakes Mark a New Era of Chip Industrial Policy
HighThe US government's 9.9% equity stake in Intel, converted from CHIPS Act grants rather than structured as a traditional subsidy, represents a notable shift toward direct government ownership in strategically important semiconductor companies rather than grants or tax incentives alone.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Reported preliminary chip manufacturing deal with Apple
45% confidenceIntel and Apple have reportedly reached a preliminary agreement for Intel to manufacture some Apple-designed chips, after more than a year of talks — a potential landmark win for Intel Foundry's push to land marquee external customers.
Reported by the Wall Street Journal, citing people familiar with the matter; neither Apple nor Intel has confirmed the arrangement, and no details on which products or which Intel process node would be involved have been disclosed.
Wall Street Journal (via CNBC) · May 8, 2026
Intel's Timeline
A sourced, dated history of Intel's key moments — founding to present.
Jan 2026 · 18A reaches high-volume manufacturing
Intel Foundry's 18A node reached high-volume manufacturing in Arizona and Oregon with yields improved to roughly 85%, with NVIDIA separately investing $5 billion in Intel common stock.
Mar 2026 · Penang, Malaysia advanced-packaging complex (Project Pelican) nears completion
Intel invested an additional $208 million to complete its Project Pelican advanced-packaging complex in Penang, Malaysia (already 99% finished), which concentrates Intel's back-end packaging know-how to support next-generation EMIB and Foveros mass production, with the complex slated to become operational later in 2026.
Jul 2026 · Apple and Microsoft join 18A as early design partners; stock up 160%+ YTD ahead of July 23 earnings
Apple and Microsoft officially joined Intel Foundry's 18A process as early design partners, a major foundry-ambition milestone, alongside ASML's announced collaboration to further refine 18A for broader adoption; Intel shares traded near $95.70, up over 160% year-to-date, heading into its July 23, 2026 Q2 earnings report (Street expectations: $14.42B revenue, $0.21 EPS), with additional catalysts including an upgraded Xeon 8000 roadmap and an expanding Google Cloud AI partnership.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Intel ↔ ASML
Jan 2026
Intel shipped the first High-NA EUV logic chip in 2026 using ASML's next-generation lithography tools, a notable first-mover milestone in its foundry turnaround effort.
Now
Intel became the first company to ship a High-NA EUV logic chip using ASML's next-generation lithography tools in 2026.
Intel ↔ CHIPS and Science Act
Aug 2025
Intel's domestic foundry expansion became directly tied to roughly $11.1 billion in CHIPS Act support, after the US government converted $8.9 billion of prior grants into a 9.9% equity stake in August 2025.
Now
Intel's foundry expansion depends on roughly $11.1 billion in combined CHIPS Act grants and equity investment from the US government, which converted $8.9 billion of previously awarded grants into a 9.9% passive equity stake in August 2025.