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2026-W20 | 반도체 섹터 | 2026-05-18

Intel의 16% 주가 폭락과 9건의 내부자 매수: 시장은 왜 IFS(Intel Foundry Services)의 18A 공정 로드맵을 불신하는가?

이번 호 딥다이브

서론: 붕괴된 신뢰와 엇갈린 신호

2026년 5월 중순, 반도체 거인 인텔(Intel)은 폭풍의 한가운데에 섰습니다. 회사의 주가는 단 일주일 만에 약 16% 폭락하며 108달러 선으로 주저앉았고, 시장의 신뢰는 바닥을 드러냈습니다 ^{247wallst.com · 001}^{investing.com · 235}. 연초 18A 공정 로드맵에 대한 기대로 130달러 선을 넘보던 것과는 극명한 대조를 이룹니다.

표면적인 촉매는 거시 경제의 불확실성이었지만, 인텔의 하락 폭이 경쟁사들을 압도한 근본 원인은 내부에 있었습니다. 바로 새롭게 분리 회계 처리된 인텔 파운드리 서비스(IFS, Intel Foundry Services)의 실체 때문입니다. 시장은 1분기 Non-GAAP EPS가 컨센서스를 상회하는 표면적 호실적 대신, IFS 부문의 24억 달러가 넘는 영업 손실과 기업 전체의 실질 영업이익률이 1% 미만이라는 숫자에 주목했습니다 ^{investing.com · 007}^{cloudfront.net · 203}.

이러한 극단적 비관론 속에서 한 줄기 다른 신호가 포착되었습니다. 주가 폭락과 맞물려 이사진의 '9건의 내부자 매수'가 보고되면서, 일각에서는 이를 경영진의 강력한 자신감의 표현으로 해석했습니다 ^{twstalker.com · 010}^{insidercompass.com · 009}. 시장의 가혹한 평가와 내부의 상반된 움직임. 이 극심한 괴리는 인텔의 미래를 건 IDM 2.0 전략이 중대한 시험대에 올랐음을 시사합니다. 본 리포트는 이 엇갈린 신호들의 실체를 파헤쳐 인텔 파운드리 전략의 기술적, 재무적 현실을 분석합니다.

IFS 분리 회계의 충격: 드러난 비용 구조와 수익성의 민낯

인텔 주가 폭락의 진원지는 분리 회계 도입 이후 투명하게 드러난 파운드리 사업부의 수익성 구조입니다. 2026년 1분기, 인텔은 표면적으로 양호한 실적을 발표했지만 시장은 그 이면을 들여다봤습니다.

손실 규모와 내부 거래 의존도

새로운 회계 기준에 따라 IFS의 재무 성과는 독립적으로 집계되었습니다. 1분기 IFS는 54억 2,100만 달러의 매출을 올렸지만, 이 중 순수 외부 고객으로부터 발생한 매출은 1억 7,400만 달러에 불과했습니다 ^{intc.com · 277}^{stocktitan.net · 278}. 매출의 약 97%가 인텔 자체 칩 생산을 위한 내부 거래였던 셈입니다. 더 큰 문제는 비용이었습니다. IFS는 단일 분기에만 24억 3,700만 달러의 영업 손실을 기록했습니다 ^{cloudfront.net · 203}^{stocktitan.net · 204}.

이러한 적자는 반도체 파운드리 사업의 본질적인 특성인 '투자의 계곡'을 보여줍니다. 새로운 팹(Fab)이 가동을 시작하면 상당한 감가상각비가 손익계산서를 짓누르기 시작합니다. 특히 18A와 같은 최첨단 공정은 초기 수율(Yield, 웨이퍼 한 장에서 나오는 양품 칩의 비율)이 낮아 매출총이익률이 악화될 수밖에 없습니다 ^{tradingnews.com · 003}. 경영진은 18A 공정의 양산 준비 비용과 차세대 14A 공정 R&D 투자 때문이라고 설명했지만 ^{fool.com · 205}, 시장의 우려는 구조적인 현금 유출에 있습니다.

바닥난 현금과 정부 지원의 역할

지난 12개월간 인텔의 잉여현금흐름(FCF)은 마이너스 109억 달러를 넘어섰습니다 ^{deepvaluereports.com · 005}. 애리조나와 오하이오에 짓고 있는 신규 팹에 대규모 자본 지출(CapEx)이 투입되고 있기 때문입니다 ^{vertexaisearch.cloud.… · 008}. 이러한 재무적 부담을 완화하기 위해 미국 정부의 CHIPS Act 보조금이 중요한 역할을 합니다. 당초 2024년 3월, 정부는 85억 달러의 직접 보조금과 110억 달러의 대출을 예비 약정했으나 ^{commerce.gov · 486}^{Intel IR · 487}, 최종 지원 형태는 일부 변경되었습니다. 인텔은 대출을 포기했고, 보조금 중 상당액은 정부가 인텔의 지분을 인수하는 방식으로 전환되었습니다 ^{siliconangle.com · 490}^{SEC EDGAR · 493}.

결국 분리 회계로 드러난 IFS의 재무 상태는 기술 투자가 실제 현금 창출로 이어지기까지 인텔이 견뎌야 할 고통의 깊이를 여과 없이 보여주는 동시에, 정부 지원의 필요성을 역설하고 있습니다.

기술의 최전선: 18A 공정의 약속과 리스크

상당한 재무적 부담을 감수하면서 인텔이 모든 것을 건 승부수는 바로 18A 공정(1.8나노급 공정)의 기술적 우위입니다. 18A는 단순히 회로 선폭을 줄이는 것을 넘어, 트랜지스터 구조와 전력 공급 방식을 근본적으로 바꾼 두 가지 혁신을 담고 있습니다.

RibbonFET과 PowerVia: 인텔의 비장의 무기

첫째는 RibbonFET입니다. 이는 기존 FinFET을 대체하는 GAA(Gate-All-Around) 구조로, 전류가 흐르는 채널의 4면을 게이트가 완전히 감싸 누설 전류를 막고 구동 성능을 극대화하는 기술입니다 ^{dailymozaic.com · 018}^{financialcontent.com · 019}.

둘째는 18A의 진정한 차별점으로 평가받는 PowerVia입니다. 이는 업계 최초로 상용화한 후면 전력 공급망(BSPDN) 기술로, 전력 공급선을 데이터 신호선과 분리해 웨이퍼 뒷면으로 옮긴 것입니다. 복잡한 도로에서 화물차 전용 지하도로를 뚫어 교통 체증을 해소하는 것과 유사한 원리입니다 ^{dailymozaic.com · 018}^{financialcontent.com · 020}.

TSMC와의 냉정한 비교

이러한 혁신에도 불구하고, 시장의 진짜 관심사는 업계 1위 TSMC와의 상대적 경쟁력입니다. 주요 지표를 비교하면 인텔의 강점과 약점이 명확히 드러납니다.

비교 항목	Intel 18A	TSMC N2	비고
트랜지스터 밀도	약 238 MTr/mm²	약 313 MTr/mm²	TechInsights의 고밀도 셀 기준 추정치. TSMC가 원가 경쟁력에서 우위 ^{carlexit.com · 308}^{Tom's Hardware · 309}.
핵심 기술	RibbonFET (GAA) + PowerVia (BSPDN)	Nanosheet (GAA)	PowerVia를 통한 성능 및 전력 효율 우위가 인텔의 핵심 경쟁력.
수율 (2026년 초)	60%~65% 도달 추정	75% 이상 (성숙 공정)	인텔의 수율은 개선 중이나, 아직 TSMC 대비 열세. 수익성에 직접적 영향 ^{economy.ac · 356}^{semiwiki.com · 357}.

밀도(Area): 칩의 원가를 결정하는 집적도에서는 TSMC가 앞서 있습니다. TechInsights 분석에 따르면 TSMC N2 공정의 고밀도 표준 셀 기준 트랜지스터 밀도는 313 MTr/mm²에 달하는 반면, Intel 18A는 238 MTr/mm² 수준으로 추정됩니다 ^{carlexit.com · 308}^{Tom's Hardware · 309}. 다만 이는 이론적 최대치이며, 실제 칩 설계에 따른 유효 밀도는 다를 수 있다는 분석도 존재합니다 ^{Tom's Hardware · 310}.

성능 및 전력(Performance & Power): 밀도에서는 뒤지지만, PowerVia 덕분에 성능과 전력 효율에서는 인텔이 우위를 점할 가능성이 있습니다. 하지만 TSMC 역시 2026년 말 A16 공정부터 자체 후면 전력 공급 기술을 도입할 예정이어서, 인텔의 기술적 우위가 지속될지는 미지수입니다 ^{TrendForce · 029}^{vlsisymposium.org · 030}.

수율(Yield): 가장 큰 불확실성입니다. 2026년 초, 18A 공정의 수율은 60%~65% 수준에 도달한 것으로 알려졌습니다 ^{economy.ac · 356}^{semiwiki.com · 357}. 이는 중요한 진전이지만, 70% 중반 이상의 안정적인 수율을 보이는 TSMC에 비하면 여전히 열세입니다. 낮은 수율은 웨이퍼당 생산 원가 상승으로 직결되어, TSMC를 상대로 가격 경쟁을 펼쳐야 하는 인텔의 마진을 갉아먹는 근본적인 제약으로 작용합니다 ^{SemiAnalysis · 035}.

첫 번째 시험대: Microsoft는 구원투수가 될 수 있는가?

기술적, 재무적 압박에 시달리는 인텔에게 Microsoft와의 파운드리 계약은 가뭄의 단비와 같습니다. 이 계약은 단순한 수주를 넘어 IFS 전략의 성패를 가늠할 첫 번째 시험대입니다.

시장에서 일부 혼동이 있었으나, 현재 마이크로소프트가 사용 중인 AI 가속기 'Maia 200'은 TSMC의 3나노 공정으로 제작됩니다 ^{microsoft.com · 407}^{storagereview.com · 411}. 인텔 18A 공정은 그 차세대 칩 생산을 위해 낙점되었습니다. 이 미래의 칩은 1,400억 개 이상의 트랜지스터를 집적하고 대규모 HBM 메모리를 탑재할 것으로 예상되는 거대한 프로젝트입니다 ^{itbrief.ca · 408}^{windowsforum.com · 412}.

이 계약의 생애 주기 가치는 150억 달러 이상으로 추산되며 ^{financialcontent.com · 038}, 더 중요한 것은 전략적 의미입니다. 파운드리 사업은 한번 고객을 확보하면 높은 전환 비용 때문에 쉽게 이탈하지 않는 '록인(Lock-in)' 효과가 강합니다. Microsoft라는 초거대 '앵커 테넌트'의 존재는 그동안 관망하던 다른 잠재 고객들에게 18A 공정 로드맵이 신뢰할 수 있다는 '인증 마크'로 작용할 것입니다 ^{aicerts.ai · 022}^{wedbush.com · 041}. 또한 Microsoft 입장에서도 대만에 집중된 AI 반도체 공급망을 미국 본토로 다변화하는 중요한 이정표가 됩니다 ^{chroniclejournal.com · 024}^{semiwiki.com · 039}.

경쟁 구도: TSMC의 아성을 넘기 위한 조건들

인텔이 넘어야 할 산은 단순히 18A 공정의 기술적 완성도만이 아닙니다. TSMC가 수십 년간 구축해 온 거대한 '생태계'라는 보이지 않는 장벽이 존재합니다.

TSMC의 힘은 OIP(Open Innovation Platform)라는 개방형 혁신 플랫폼에서 나옵니다. 이 생태계 안에는 Synopsys, Cadence 같은 설계 소프트웨어(EDA) 기업들이 제공하는 60,000개 이상의 검증된 설계 자산(IP) 포트폴리오가 존재합니다 ^{patentpc.com · 121}^{Intel IR · 122}. 팹리스 고객들은 이 검증된 IP 블록들을 레고처럼 조립해 쉽고 안전하게 칩을 설계할 수 있습니다. TSMC를 떠난다는 것은 이 방대하고 안정적인 라이브러리를 포기하는 것을 의미하며, 이는 팹리스에게 엄청난 리스크이자 전환 비용입니다.

인텔 역시 Arm, Synopsys 등과 손잡고 자체 IP 얼라이언스를 구축하며 이 격차를 좁히려 노력하고 있습니다. 하지만 생태계는 하루아침에 만들어지지 않습니다. 최근 일부 보도에 따르면, 인텔은 외부 고객 지원에 필수적인 제3자 IP의 18A 공정 검증 일정을 연기한 것으로 알려졌습니다 ^{947thebeast.com · 082}^{calcalistech.com · 084}. 검증된 IP 없이는 고객사들이 칩 설계를 시작조차 할 수 없기 때문에, 이는 Broadcom이나 Nvidia 같은 대형 고객 유치에 걸림돌로 작용할 수 있습니다.

내부자 매수의 이면: 확신인가, 방어인가?

시장의 비관론이 극에 달했을 때 보고된 '9건의 내부자 매수'는 많은 투자자들에게 희망의 신호로 비쳤습니다. 하지만 미국 증권거래위원회(SEC)에 제출된 공시(Form 4) 원문을 분석하면 다른 그림이 보입니다.

해당 거래들은 경영진이 사재를 털어 시장에서 주식을 매수한 '공개 시장 매수(Open-market purchases)'가 아니었습니다. 대부분은 이사회 활동에 대한 보상으로 지급된 양도제한조건부주식(RSU) 부여였습니다 ^{stocktitan.net · 011}^{stocktitan.net · 013}. 공시 서류상 거래 코드는 매수를 뜻하는 'P'가 아닌 보상 취득을 의미하는 'A'로 명시되어 있으며, 거래 가격 역시 0달러였습니다 ^{SEC EDGAR · 105}^{stocktitan.net · 011}. 이는 정해진 일정에 따라 집행되는 임원 보상 패키지의 일부일 뿐, 펀더멘털 개선에 대한 특별한 신호로 해석하기는 어렵습니다.

오히려 실질적인 현금 흐름을 동반한 거래는 엇갈린 신호를 보냅니다. CEO 팻 겔싱어와 CFO 데이비드 진스너가 일부 자사주를 매입한 것은 사실이지만 ^{quiverquant.com · 054}^{marketbeat.com · 067}, 법률 최고 책임자(CLO)인 에이프릴 밀러 보이시는 5월 1일, 보유 주식 40,256주를 매도해 약 400만 달러를 현금화했습니다 ^{SEC EDGAR · 458}^{seekingalpha.com · 071}. 결국 '내부자 매수'라는 헤드라인은 착시에 가까웠으며, 실제 경영진의 움직임은 훨씬 더 복합적인 신호를 보내고 있습니다.

다음 분기 체크포인트: 무엇을 주시해야 하는가

인텔의 턴어라운드 스토리는 이제 막 시작되었으며, 그 성패는 향후 몇 분기 동안 나타날 구체적인 지표들에 달려 있습니다. 막연한 기대감 대신, 다음 세 가지 핵심 포인트를 주시해야 합니다.

제3자 IP 생태계 완성: 2026년 중반으로 예정된 필수 IP 블록들의 18A 공정 검증이 완료되는지 여부입니다. 이 생태계 장벽이 허물어져야 비로소 Broadcom, Nvidia 같은 대형 고객들이 본격적으로 18A 기반 칩 설계를 시작할 수 있습니다 ^{947thebeast.com · 082}^{calcalistech.com · 084}.

의미 있는 외부 고객 확보: Microsoft를 잇는 또 다른 '앵커 테넌트'의 등장이 필요합니다. 특히 AWS와의 계약이 단순한 네트워킹 칩을 넘어 핵심 연산을 담당하는 Graviton 같은 주력 칩으로 확대되거나, Apple 같은 상징적인 고객의 테이프아웃(설계 완료 및 시제품 생산) 소식이 전해져야 시장의 신뢰를 회복할 수 있습니다.

IFS 재무 지표의 실질적 개선: 분기별 실적 발표에서 IFS의 '외부 고객 매출'이 1억 7,400만 달러에서 벗어나 의미 있는 성장을 보이는지 추적해야 합니다. 또한, 18A 수율이 75% 이상의 성숙 단계에 진입하여 IFS의 영업 손실 폭이 실제로 줄어드는지를 확인하는 것이 턴어라운드의 실체를 판단하는 가장 확실한 방법이 될 것입니다.

본 보고서는 정보 제공 목적이며, 특정 종목의 매수·매도를 권유하지 않습니다. 모든 투자 판단과 책임은 투자자 본인에게 있습니다.

데이터: Finnhub / yfinance

참고 자료

★ 1차 소스 (공식 발표·1차 보도) · · 2차 신뢰 매체 · ○ 기타

[247wallst.com · 001] ○Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff — 247wallst.com

[decrypt.co · 002] ○Intel Stock Hits All-Time High After Preliminary Chip Deal With Apple — decrypt.co

[tradingnews.com · 003] ○Intel Stock Price Plunges 8% to $119 as Hot CPI Crushes Semis After 491% Rally — tradingnews.com

[recessionalert.com · 004] ○Reflections [Expanded version] — recessionalert.com

[deepvaluereports.com · 005] ○INTC Stock Risk & Deep Value Analysis — deepvaluereports.com

[stocktitan.net · 006] ○AI demand lifts Intel (Nasdaq: INTC) Q1 2026 revenue and outlook — stocktitan.net

[investing.com · 007] ○Just a moment... — investing.com

[vertexaisearch.cloud.… · 008] ○Intel Reports First-Quarter 2026 Financial Results — vertexaisearch.cloud.google.com

[insidercompass.com · 009] ○Intel (INTC) Insider Trading Activity — insidercompass.com

[twstalker.com · 010] ○Just a moment... — twstalker.com

[stocktitan.net · 011] ○[Form 4] INTEL CORP Insider Trading Activity — stocktitan.net

[stocktitan.net · 012] ○Intel (INTC) director receives 2,782 restricted stock units grant — stocktitan.net

[stocktitan.net · 013] ○Intel (INTC) director Barbara Novick receives 4,284 restricted stock units — stocktitan.net

[stocktitan.net · 014] ○Intel (NASDAQ: INTC) director granted 2,782 RSUs as stock award — stocktitan.net

[stocktitan.net · 015] ○Intel (INTC) director receives 2,782 restricted stock units grant — stocktitan.net

[investing.com · 016] ○Just a moment... — investing.com

[investology.ai · 017] ○Intel's Make-or-Break Moment: 18A Technology, Competitive Positioning, and the Path to Foundry Leadership — investology.ai

[dailymozaic.com · 018] ○Actualité analysée et générée par IA — dailymozaic.com

[financialcontent.com · 019] ○FinancialContent — financialcontent.com

[financialcontent.com · 020] ○The Race to 1.8nm and 1.6nm: Intel 18A vs. TSMC A16—Evaluating the Next Frontier of Transistor Scaling — financialcontent.com

[medium.com · 021] ○Just a moment... — medium.com

[aicerts.ai · 022] ○Intel 18A Reclaims Domestic Node Leadership — aicerts.ai

[TrendForce · 023] ○[News] Is TSMC N2 Facing a Challenger? Intel 18A Claims 25% Speed, 36% Power Improvements — trendforce.com

[chroniclejournal.com · 024] ○User — chroniclejournal.com

[Tom's Hardware · 025] ·Intel details 18A process technology — tomshardware.com

[Tom's Hardware · 026] ·Intel — tomshardware.com

[carlexit.com · 027] ○Intel’s 18A and TSMC’s N2 process nodes compared: Intel is faster, but TSMC is denser — carlexit.com

[youtube.com · 028] ○외부 자료

[TrendForce · 029] ○[News] Intel 18A-P and TSMC A16 Set for VLSI Showdown in Advanced Node Push: 18% Power Savings vs SPR Debut — trendforce.com

[vlsisymposium.org · 030] ○외부 자료

[semiwiki.com · 031] ○TSMC 2025 Technical Symposium Briefing — semiwiki.com

[tbsnews.net · 032] ○Intel is collapsing. What went wrong? — tbsnews.net

[futurumgroup.com · 033] ○Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars? — futurumgroup.com

[reddit.com · 034] ○외부 자료

[SemiAnalysis · 035] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[techzine.eu · 036] ○Just a moment... — techzine.eu

[Tom's Hardware · 037] ·Intel Foundry secures contract to build Microsoft — tomshardware.com

[financialcontent.com · 038] ○FinancialContent — financialcontent.com

[semiwiki.com · 039] ○Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node — semiwiki.com

[hillsboroherald.com · 040] ○403 - Forbidden — hillsboroherald.com

[wedbush.com · 041] ○외부 자료

[extremetech.com · 042] ○Intel to Receive $8.5 Billion From CHIPS Act to Spur US Chip Production — extremetech.com

[govtech.com · 043] ○Intel Wins $8.5B in Federal Chip Factory Subsidies — govtech.com

[TechSpot · 044] ○Just a moment... — techspot.com

[Intel IR · 045] ★Press Kit: US CHIPS Act Funding for Intel — intel.com

[aztechcouncil.org · 046] ○Intel awarded $8.5 billion in CHIPS Act grants — aztechcouncil.org

[조선일보 · 047] ○Intel, Chinese Firms Challenge Samsung's Semiconductor Lead — chosun.com

[TrendForce · 048] ○[News] NVIDIA GTC 2026 in Focus: Feynman Reportedly on TSMC A16, Samsung & SK hynix to Showcase HBM4 — trendforce.com

[biggo.com · 049] ○외부 자료

[microchipusa.com · 050] ○Samsung and SK Hynix Extend DDR4 Lifecycles — microchipusa.com

[DigiTimes · 051] ○Samsung and SK Hynix align 2026 DRAM strategies — digitimes.com

[economy.ac · 052] ○Intel Scraps Poland Plant, Leaving Questions Where Its Growth Strategy Stalled — economy.ac

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[247wallst.com · 055] ○Intel Has Tripled in 2026. The Sell in May Case for the Year's Biggest Comeback Story — 247wallst.com

[tikr.com · 056] ○Intel Stock Rose 24% After Q1 2026 Earnings. Here’s What the Market Is Still Missing — tikr.com

[investing.com · 057] ○Just a moment... — investing.com

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[heygotrade.com · 059] ○Intel Turnaround Q1 2026: Is INTC a Buy After 25% Rally? — heygotrade.com

[financialcontent.com · 060] ○Why Intel (INTC) Shares Are Plunging Today — financialcontent.com

[barchart.com · 061] ○Intel Foundry Wins "Magnificent Seven" Customer as Backlog Rockets Past $15 Billion — barchart.com

[Intel IR · 062] ★Intel Launches World’s First Systems Foundry Designed for the AI Era — intel.com

[tweaktown.com · 063] ○Intel posts very strong Q1 2026 earnings as the AI boom starts to focus on CPUs — tweaktown.com

[futurumgroup.com · 064] ○Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside — futurumgroup.com

[techi.com · 065] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[tikr.com · 066] ○Intel Foundry Has a Shot at Apple. Here’s What That Means for INTC by 2030 — tikr.com

[marketbeat.com · 067] ○Intel (INTC) Insider Trading Activity 2026 $INTC — marketbeat.com

[insidercompass.com · 068] ○Intel (INTC) Insider Trading Activity — insidercompass.com

[stocktitan.net · 069] ○Intel (INTC) director Dion Weisler receives grant of 2,782 RSUs — stocktitan.net

[stocktitan.net · 070] ○[Form 4] INTEL CORP Insider Trading Activity — stocktitan.net

[seekingalpha.com · 071] ○Access to this page has been denied — seekingalpha.com

[whalewisdom.com · 072] ○Form 4 Insider Filing Concerning INTC on 2026-05-01 — whalewisdom.com

[gurufocus.com · 073] ○Just a moment... — gurufocus.com

[chroniclejournal.com · 074] ○User — chroniclejournal.com

[wedbush.com · 075] ○외부 자료

[SemiAnalysis · 076] ★Is Intel Back? Foundry & Product Resurgence Measured — semianalysis.com

[medium.com · 077] ○Just a moment... — medium.com

[thestreet.com · 078] ○외부 자료

[aboutamazon.com · 079] ○외부 자료

[reddit.com · 080] ○외부 자료

[the-decoder.com · 081] ○Nvidia and Broadcom test Intel's advanced chip manufacturing process — the-decoder.com

[947thebeast.com · 082] ○Exclusive-Nvidia and Broadcom testing chips on Intel manufacturing process, sources say — 947thebeast.com

[hackster.io · 083] ○Broadcom, NVIDIA Reportedly Running Test Chips Through Intel's Foundry Business — hackster.io

[calcalistech.com · 084] ○Intel’s foundry ambitions face critical test with Nvidia and Broadcom — calcalistech.com

[SemiAnalysis · 085] ★The EDA Primer: From RTL to Silicon — semianalysis.com

[tech360.tv · 086] ○Nvidia and Broadcom Test Intel’s 18A Chip Manufacturing Process — tech360.tv

[anysilicon.com · 087] ○Intel Faces Setback in Advanced Chip Manufacturing, Raising Concerns About 2025 Production Goals — anysilicon.com

[techpowerup.com · 088] ○Intel's 18A Node Outperforms TSMC N2 and Samsung SF2 in 2 nm Performance Class — techpowerup.com

[reddit.com · 089] ○외부 자료

[SemiAnalysis · 090] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[semiwiki.com · 091] ○TSMC N2 vs Intel 18A vs Samsung SF2 Wiki — semiwiki.com

[Tom's Hardware · 092] ·Intel CEO embraces its 18A node for external customers as 18A-P gets — tomshardware.com

[wccftech.com · 093] ○Intel Gives Rundown on 14A/18A Chips & Advanced Packaging Opportunities, Revealing Customer Commitments Expected to Flow In by H2 2026 — wccftech.com

[Tom's Hardware · 094] ·Samsung starts winding down chip production six days before planned 18-day strike — tomshardware.com

[Korea Times · 095] ○Samsung Electronics considers scaling down chip production to brace for strike impact — koreatimes.co.kr

[동아일보 · 096] ○Samsung strike fears rattle global chip customers — donga.com

[TrendForce · 097] ○[News] Samsung Strike Seen Contained on Revenue Impact, with Price Support and Order Shift Risks to SK hynix, Micron — trendforce.com

[조선일보 · 098] ○Samsung strike risk drives longer memory price boom as AI demand surges — chosun.com

[reddit.com · 099] ○외부 자료

[Forbes · 100] ·Intel Foundry In 2026: An Inflection Point? — forbes.com

[fnnews.com · 101] ○"Apple Inc. launches chip production project with Intel" ... can Samsung Electronics seize the opportunity too? — fnnews.com

[SemiAnalysis · 102] ★CPUs are Back: The Datacenter CPU Landscape in 2026 — semianalysis.com

[financialcontent.com · 103] ○FinancialContent — financialcontent.com

[marketbeat.com · 104] ○INTC News Today — marketbeat.com

[SEC EDGAR · 105] ★SEC FORM 4 — sec.gov

[seekingalpha.com · 106] ○Access to this page has been denied — seekingalpha.com

[twstalker.com · 107] ○Just a moment... — twstalker.com

[eeworld.com.cn · 108] ○电子工程世界防火墙(EEWORLD WAF) — eeworld.com.cn

[youtube.com · 109] ○외부 자료

[financialcontent.com · 110] ○The 2nm Frontier: Intel’s 18A and TSMC’s N2 Clash in the Battle for Silicon Supremacy — financialcontent.com

[techpowerup.com · 111] ○Intel's 18A Node Outperforms TSMC N2 and Samsung SF2 in 2 nm Performance Class — techpowerup.com

[reddit.com · 112] ○외부 자료

[tavora.co.th · 113] ○Intel’s 18A production starts before TSMC’s competing N2 tech — tavora.co.th

[Tom's Hardware · 114] ·Intel — tomshardware.com

[SemiAnalysis · 115] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[biggo.com · 116] ○외부 자료

[ftcelectronics.com · 117] ○Institutions: TSMC, Intel, and Samsung Electronics have 2nm foundry node yield rates of approximately 65%, 55%, and 40%, respectively — ftcelectronics.com

[semicone.com · 118] ○2nm Node Yield: Latest Developments from TSMC, Intel, and Samsung — semicone.com

[EE Times · 119] ·외부 자료

[financialcontent.com · 120] ○The High-Stakes Gamble: Can Intel’s Foundry Resurgence Finally Dent TSMC’s Dominance in 2026? — financialcontent.com

[patentpc.com · 121] ○Samsung vs. TSMC vs. Intel: Who’s Winning the Foundry Market? (Latest Numbers) — patentpc.com

[Intel IR · 122] ★Intel Foundry Accelerator — intel.com

[synopsys.com · 123] ○Intel Foundry — synopsys.com

[semiwiki.com · 124] ○TSMC vs Intel Foundry vs Samsung Foundry 2026 — semiwiki.com

[intel.la · 125] ○외부 자료

[Intel IR · 126] ★EDA Alliance — intel.com

[SemiAnalysis · 127] ★Is Intel Back? Foundry & Product Resurgence Measured — semianalysis.com

[patsnap.com · 128] ○Chiplet interconnect tech 2026: UCIe, HBM4 & packaging — patsnap.com

[financialcontent.com · 129] ○FinancialContent — financialcontent.com

[intelligentliving.co · 130] ○Security Verification — intelligentliving.co

[borecraft.com · 131] ○SK Hynix adopts Intel’s packaging to bypass TSMC bottlenecks — borecraft.com

[Tom's Hardware · 132] ·Intel, SK hynix shares surge following reports of chip packaging partnership — tomshardware.com

[youtube.com · 133] ○외부 자료

[wccftech.com · 134] ○SK hynix Turns to Intel's EMIB Packaging as TSMC CoWoS Bottlenecks Squeeze the AI Supply Chain — wccftech.com

[techpowerup.com · 135] ○SK hynix Eyes Intel EMIB 2.5D Packaging for HBM Memory — techpowerup.com

[reddit.com · 136] ○외부 자료

[kucoin.com · 137] ○SK Hynix and Intel Collaborate on 2.5D Packaging for HBM and Logic Chips — kucoin.com

[medium.com · 138] ○Just a moment... — medium.com

[patsnap.com · 139] ○Advanced packaging technology landscape 2026 — patsnap.com

[economy.ac · 140] ○[Foundry] Intel’s 1.8-Nanometer-Class Yield Reversal to 60% Puts Samsung’s No. 2 Foundry Position at Risk — economy.ac

[siliconanalysts.com · 141] ○Wafer Pricing by Process Node (2026) — siliconanalysts.com

[reddit.com · 142] ○외부 자료

[financialcontent.com · 143] ○The Sub-2nm Supremacy: Intel 18A Hits Volume Production as TSMC N2 Ramps for 2026 — financialcontent.com

[stocktitan.net · 144] ○[Form 4] INTEL CORP Insider Trading Activity — stocktitan.net

[byteiota.com · 145] ○Intel 18A Arizona Fab: Can $7.86B Break TSMC’s 70% Monopoly? — byteiota.com

[techi.com · 146] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[Forbes · 147] ·Intel Cut Chip Capacity At The Worst Possible Time — forbes.com

[gurufocus.com · 148] ○Just a moment... — gurufocus.com

[financialcontent.com · 149] ○FinancialContent — financialcontent.com

[stocktitan.net · 150] ○Intel (INTC) director Alyssa Henry converts 12,552 RSUs into common stock — stocktitan.net

[stocktitan.net · 151] ○Intel (INTC) director Dion Weisler receives grant of 2,782 RSUs — stocktitan.net

[stocktitan.net · 152] ○Intel (INTC) director Barbara Novick receives 4,284 restricted stock units — stocktitan.net

[stocktitan.net · 153] ○Intel (INTC) director receives 2,782 restricted stock units grant — stocktitan.net

[stocktitan.net · 154] ○Intel (NASDAQ: INTC) director awarded 2,782 restricted stock units — stocktitan.net

[stocktitan.net · 155] ○Intel (NASDAQ: INTC) director granted 2,782 RSUs as stock award — stocktitan.net

[247wallst.com · 156] ○Intel's Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up — 247wallst.com

[insiderscreener.com · 157] ○Intel Corp (INTC) Insider Trading Activity — insiderscreener.com

[marketbeat.com · 158] ○Intel (INTC) Insider Trading Activity 2026 $INTC — marketbeat.com

[financialcontent.com · 159] ○The 2nm Frontier: Intel’s 18A and TSMC’s N2 Clash in the Battle for Silicon Supremacy — financialcontent.com

[Forbes · 160] ·Panther Lake And Clearwater Forest Showcase Intel 18A Process For Next-Gen Chips — forbes.com

[financialcontent.com · 161] ○Intel Reclaims the Silicon Throne: 18A Node Hits High-Volume Production, Ending a Five-Year Marathon — financialcontent.com

[carlexit.com · 162] ○Intel’s 18A and TSMC’s N2 process nodes compared: Intel is faster, but TSMC is denser — carlexit.com

[Tom's Hardware · 163] ·Intel — tomshardware.com

[Tom's Hardware · 164] ·Intel — tomshardware.com

[SemiAnalysis · 165] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[reddit.com · 166] ○외부 자료

[substack.com · 167] ○TSMC’s Dominance, Samsung’s Price War, and Intel’s Reentry Gamble — substack.com

[siliconanalysts.com · 168] ○Wafer Pricing by Process Node (2026) — siliconanalysts.com

[seekingalpha.com · 169] ○Access to this page has been denied — seekingalpha.com

[SemiAnalysis · 170] ★Apple-TSMC: The Partnership That Built Modern Semiconductors — semianalysis.com

[economy.ac · 171] ○[Foundry] Intel’s 1.8-Nanometer-Class Yield Reversal to 60% Puts Samsung’s No. 2 Foundry Position at Risk — economy.ac

[ftcelectronics.com · 172] ○Institutions: TSMC, Intel, and Samsung Electronics have 2nm foundry node yield rates of approximately 65%, 55%, and 40%, respectively — ftcelectronics.com

[vertexaisearch.cloud.… · 173] ○On Intel's Q1 Earnings: A Triple Test of CPU, 18A Yield Rates, and Foundry Orders — vertexaisearch.cloud.google.com

[Forbes · 174] ·Intel Foundry In 2026: An Inflection Point? — forbes.com

[byteiota.com · 175] ○Intel 18A Arizona Fab: Can $7.86B Break TSMC’s 70% Monopoly? — byteiota.com

[xpu.pub · 176] ○Intel Details 18A Panther Lake & Clearwater Forest Chips — xpu.pub

[semicone.com · 177] ○2nm Node Yield: Latest Developments from TSMC, Intel, and Samsung — semicone.com

[investology.ai · 178] ○Intel's Make-or-Break Moment: 18A Technology, Competitive Positioning, and the Path to Foundry Leadership — investology.ai

[chroniclejournal.com · 179] ○User — chroniclejournal.com

[techpowerup.com · 180] ○Intel 18A Yields Are Actually Okay, And The Math Checks Out — techpowerup.com

[vertexaisearch.cloud.… · 181] ○Intel (INTC) Q1 2026 Earnings Transcript — vertexaisearch.cloud.google.com

[reddit.com · 182] ○외부 자료

[Intel IR · 183] ★외부 자료

[Intel IR · 184] ★Intel Outlines Financial Framework for Foundry Business, Sets Path to Margin Expansion — intel.com

[Tom's Hardware · 185] ·Intel says foundry business won — tomshardware.com

[jasonschips.ai · 186] ○Intel Earnings Review Q1 2026 — jasonschips.ai

[youtube.com · 187] ○외부 자료

[alphaspread.com · 188] ○Intel Shares Fall After Nvidia Halts Chip Testing Using 18A Process — alphaspread.com

[Forbes · 189] ·Can Intel Stock Reclaim The Silicon Throne? — forbes.com

[manufacturingdive.com · 190] ○외부 자료

[mckinsey.com · 191] ○외부 자료

[Tom's Hardware · 192] ·Trump tariff turbulence risks handing TSMC a win over American chip manufacturers — tomshardware.com

[itif.org · 193] ○Short-Circuited: How Semiconductor Tariffs Would Harm the U.S. Economy and Digital Industry Leadership — itif.org

[stimson.org · 194] ○Tariffs, Economic Nationalism, and the Future of US Semiconductor Manufacturing • Stimson Center — stimson.org

[biggo.com · 195] ○외부 자료

[counterpointresearch.… · 196] ○Global Pure Foundry Market Share: Quarterly — counterpointresearch.com

[semiwiki.com · 197] ○More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026 — semiwiki.com

[substack.com · 198] ○The TSMC Diversification Panic — substack.com

[semiwiki.com · 199] ○TSMC vs Intel Foundry vs Samsung Foundry 2026 — semiwiki.com

[wccftech.com · 200] ○Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge — wccftech.com

[trefis.com · 201] ○What To Expect From Intel In 2026: Foundry Business — trefis.com

[tradingkey.com · 202] ○Intel’s Foundry Business Faces a Turning Point in 2026 — tradingkey.com

[cloudfront.net · 203] ○외부 자료

[stocktitan.net · 204] ○Mobileye hit and node strategy shifts drive Intel (NASDAQ: INTC) Q1 loss — stocktitan.net

[fool.com · 205] ○Intel (INTC) Q1 2026 Earnings Transcript — fool.com

[investing.com · 206] ○Just a moment... — investing.com

[seekingalpha.com · 207] ○Intel At $125: A 590% Rally Built On A Foundation That's Still Losing Billions (INTC) — seekingalpha.com

[ebc.com · 208] ○외부 자료

[marketbeat.com · 209] ○Intel Q1 Earnings Call Highlights — marketbeat.com

[substack.com · 210] ○Intel Reports Loss in Q4 With Gloomy Outlook — substack.com

[alpha-sense.com · 211] ○Intel Corp Earnings — alpha-sense.com

[longbridge.com · 212] ○INTC: Past the Darkest Hour, Old Guard Strikes Back — longbridge.com

[tikr.com · 213] ○Intel Stock Beats for the Sixth Straight Quarter as DCAI Surges 22% — tikr.com

[investing.com · 214] ○Just a moment... — investing.com

[stocktitan.net · 215] ○AI demand lifts Intel (Nasdaq: INTC) Q1 2026 revenue and outlook — stocktitan.net

[SEC EDGAR · 216] ★Document — sec.gov

[intc.com · 217] ○Intel Reports Fourth-Quarter and Full-Year 2024 Financial Results — intc.com

[intc.com · 218] ○Intel Reports First-Quarter 2026 Financial Results — intc.com

[futurumgroup.com · 219] ○Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside — futurumgroup.com

[investing.com · 220] ○Just a moment... — investing.com

[reddit.com · 221] ○외부 자료

[Tom's Hardware · 222] ·Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010 — tomshardware.com

[tikr.com · 223] ○Intel Stock Rose 24% After Q1 2026 Earnings. Here’s What the Market Is Still Missing — tikr.com

[techi.com · 224] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[overclock3d.net · 225] ○Intel reports "progress ahead of expectations" in Intel Foundry — overclock3d.net

[Intel IR · 226] ★외부 자료

[binance.com · 227] ○외부 자료

[techinasia.com · 228] ○403 Forbidden — techinasia.com

[tradingview.com · 229] ○Samsung is spending $73B on chips in 2026: who should be worried? — tradingview.com

[biggo.com · 230] ○외부 자료

[barchart.com · 231] ○Intel’s Big Rally Continues, But Much of the Optimism Is Already Priced In — barchart.com

[sahmcapital.com · 232] ○SK Hynix shares rally 7% to a record high, beating Samsung's 2.5% gain — sahmcapital.com

[thestreet.com · 233] ○외부 자료

[macrotrends.net · 234] ○Intel - 15 Year Stock Price History — macrotrends.net

[investing.com · 235] ○Just a moment... — investing.com

[financialcontent.com · 236] ○Why Intel (INTC) Shares Are Plunging Today — financialcontent.com

[247wallst.com · 237] ○INTC Archives — 247wallst.com

[financecharts.com · 238] ○Captcha Challenge — financecharts.com

[biggo.com · 239] ○외부 자료

[seekingalpha.com · 240] ○AMD, Arm gain server CPU share at Intel's expense in Q1: UBS — seekingalpha.com

[barchart.com · 241] ○Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm — barchart.com

[techi.com · 242] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[rollingout.com · 243] ○After a 510% gain, Intel stock hits a dangerous wall — rollingout.com

[perplexity.ai · 244] ○Just a moment... — perplexity.ai

[theedgesingapore.com · 245] ○Just a moment... — theedgesingapore.com

[seekingalpha.com · 246] ○Great chip melt-up shows no signs of abating - WSJ — seekingalpha.com

[marketbeat.com · 247] ○Mizuho Raises Intel (NASDAQ:INTC) Price Target to $124.00 — marketbeat.com

[247wallst.com · 248] ○Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround — 247wallst.com

[investing.com · 249] ○Just a moment... — investing.com

[investing.com · 250] ○Just a moment... — investing.com

[ndtvprofit.com · 251] ○Access Denied — ndtvprofit.com

[morningstar.com · 252] ○외부 자료

[investing.com · 253] ○Chip Stocks Priced in a Deal, but Beijing Didn’t Deliver — investing.com

[barchart.com · 254] ○Intel Stock Is Up 190% in 2026 and Trump Says the U.S. Has Made $30 Billion. The Early Innings for INTC May Be Over. — barchart.com

[247wallst.com · 255] ○Intel Stock Is Up 100% This Year — 247wallst.com

[marketbeat.com · 256] ○Intel Corporation (NASDAQ:INTC) Receives Average Recommendation of "Hold" from Brokerages — marketbeat.com

[247wallst.com · 257] ○Intel Just Ripped 82% in a Month, but Is It Beating AMD? — 247wallst.com

[tipranks.com · 258] ○Just a moment... — tipranks.com

[tipranks.com · 259] ○Just a moment... — tipranks.com

[mexc.com · 260] ○Intel (INTC) Stock Falls as UBS Warns of AI Chip Bubble — mexc.com

[ground.news · 261] ○Apple, Intel have reached preliminary chip-making deal, WSJ reports — ground.news

[247wallst.com · 262] ○Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125 — 247wallst.com

[macrumors.com · 263] ○Apple Could Soon Be Buying iPhone and Mac Chips From Old Frenemy Intel — macrumors.com

[oninvest.com · 264] ○WSJ: Intel has reached a deal with Apple to release its processors. The chipmaker's stock soared — oninvest.com

[SemiAnalysis · 265] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[Tom's Hardware · 266] ·Intel details 18A-P process node, touts higher performance, lower power, and better thermals — tomshardware.com

[SemiAnalysis · 267] ★The EDA Primer: From RTL to Silicon — semianalysis.com

[SemiAnalysis · 268] ★Is Intel Back? Foundry & Product Resurgence Measured — semianalysis.com

[investing.com · 269] ○Intel’s Stock Drop Reflects Long-Term Erosion of Market Share and Margins — investing.com

[economictimes.com · 270] ○Kospi Crash Explained: Why South Korea's red-hot stock market tumbled 6% after record rally — economictimes.com

[biggo.com · 271] ○외부 자료

[tradingkey.com · 272] ○Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits? — tradingkey.com

[scmp.com · 273] ○Samsung union’s strike threat fuels fears of South Korea’s economic slowdown — scmp.com

[supplychainbrain.com · 274] ○Samsung’s Labor Talks Fail as Strike Looms — supplychainbrain.com

[seekingalpha.com · 275] ○Samsung Electronics strike threat puts AI chip boom at risk (SSNLF:OTCMKTS) — seekingalpha.com

[조선일보 · 276] ○Samsung Electronics Proactively Cuts Semiconductor Output Ahead of Strike — chosun.com

[intc.com · 277] ○Intel Reports First-Quarter 2026 Financial Results — intc.com

[stocktitan.net · 278] ○Mobileye hit and node strategy shifts drive Intel (NASDAQ: INTC) Q1 loss — stocktitan.net

[techi.com · 279] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[cloudfront.net · 280] ○외부 자료

[seekingalpha.com · 281] ○Intel At $125: A 590% Rally Built On A Foundation That's Still Losing Billions (INTC) — seekingalpha.com

[intc.com · 282] ○intc-20260328 — intc.com

[seekingalpha.com · 283] ○Access to this page has been denied — seekingalpha.com

[tikr.com · 284] ○Intel Stock Rose 24% After Q1 2026 Earnings. Here’s What the Market Is Still Missing — tikr.com

[tweaktown.com · 285] ○Intel posts very strong Q1 2026 earnings as the AI boom starts to focus on CPUs — tweaktown.com

[trefis.com · 286] ○What To Expect From Intel In 2026: Foundry Business — trefis.com

[디일렉 · 287] ○Samsung Electronics Eyes 300 Trillion Won Annual Profit After Record Q1 — thelec.net

[tikr.com · 288] ○Intel Foundry Has a Shot at Apple. Here’s What That Means for INTC by 2030 — tikr.com

[wccftech.com · 289] ○Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge — wccftech.com

[techpowerup.com · 290] ○Intel Forecasts Foundry Break‑Even in 2027 as 14A Node Debuts — techpowerup.com

[Forbes · 291] ·Intel Foundry In 2026: An Inflection Point? — forbes.com

[tradingkey.com · 292] ○Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — tradingkey.com

[Tom's Hardware · 293] ·Intel, SK hynix shares surge following reports of chip packaging partnership — tomshardware.com

[futurumgroup.com · 294] ○Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside — futurumgroup.com

[tickeron.com · 295] ○Taiwan Semiconductor (TSM) Q1 2026 Earnings Recap: AI Demand Drives Record Profits — tickeron.com

[manufacturingdive.com · 296] ○외부 자료

[stocktitan.net · 297] ○TSMC (NYSE: TSM) Q1 2026 profit jumps 58% with >30% 2026 growth target — stocktitan.net

[thenextweb.com · 298] ○Intel previews Computex 2026 lineup across handhelds, desktops, and servers as 18A process becomes foundry calling card — thenextweb.com

[youtube.com · 299] ○외부 자료

[stocktitan.net · 300] ○AI demand lifts Intel (Nasdaq: INTC) Q1 2026 revenue and outlook — stocktitan.net

[biggo.com · 301] ○외부 자료

[디일렉 · 302] ○Samsung, SK Hynix Seen Posting Record Q1 Profits as Memory Prices Surge — thelec.net

[Samsung · 303] ★Samsung Electronics Announces First Quarter 2026 Results — samsung.com

[techpowerup.com · 304] ○Samsung Q1 2026 Results: Memory Profit Up Nearly 50x, Warns of 2027 Shortage — techpowerup.com

[semiwiki.com · 305] ○More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026 — semiwiki.com

[biggo.com · 306] ○외부 자료

[thenextweb.com · 307] ○Intel hits all-time high on Apple foundry talks as US government's $8.9B stake returns 300% in nine months — thenextweb.com

[carlexit.com · 308] ○Intel’s 18A and TSMC’s N2 process nodes compared: Intel is faster, but TSMC is denser — carlexit.com

[Tom's Hardware · 309] ·Intel — tomshardware.com

[Tom's Hardware · 310] ·Intel — tomshardware.com

[pcgamer.com · 311] ○Samsung — pcgamer.com

[angstronomics.com · 312] ○The TRUTH of TSMC 5nm — angstronomics.com

[reddit.com · 313] ○외부 자료

[SemiAnalysis · 314] ★Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, — semianalysis.com

[SemiAnalysis · 315] ★NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More — semianalysis.com

[SemiAnalysis · 316] ★The Memory Wall: Past, Present, and Future of DRAM — semianalysis.com

[wikipedia.org · 317] ○3 nm process — wikipedia.org

[allaboutcircuits.com · 318] ○Just a moment... — allaboutcircuits.com

[SemiAnalysis · 319] ★Clash of the Foundries: Gate All Around + Backside Power at 2nm — semianalysis.com

[reddit.com · 320] ○외부 자료

[grokipedia.com · 321] ○2 nm process â Grokipedia — grokipedia.com

[semiwiki.com · 322] ○TSMC N2 vs Intel 18A vs Samsung SF2 Wiki — semiwiki.com

[substack.com · 323] ○Samsung Foundry Forum 2024: Roadmaps — substack.com

[financialcontent.com · 324] ○Samsung’s SF2 Gamble: 2nm Exynos 2600 Challenges TSMC’s Dominance — financialcontent.com

[semiwiki.com · 325] ○Samsung's Exynos 2600 Hits 30% Yield on 2nm Process--A Step Toward Closing the Gap with TSMC — semiwiki.com

[financialcontent.com · 326] ○FinancialContent — financialcontent.com

[wedbush.com · 327] ○외부 자료

[chinaaet.com · 328] ○年底将大规模量产 Intel 18A更多技术细节曝光 — chinaaet.com

[Intel IR · 329] ★외부 자료

[Tom's Hardware · 330] ·Intel details 18A process technology — tomshardware.com

[techpowerup.com · 331] ○Intel's 18A Node Outperforms TSMC N2 and Samsung SF2 in 2 nm Performance Class — techpowerup.com

[Tom's Hardware · 332] ·Samsung — tomshardware.com

[samsungsemiconductor.… · 333] ○Samsung Showcases AI-Era Vision and Latest Foundry Technologies at SFF 2024 — samsungsemiconductor.com

[financialcontent.com · 334] ○Intel’s 18A Comeback: Can the US Giant Retake the Manufacturing Crown? — financialcontent.com

[wikipedia.org · 335] ○2 nm process — wikipedia.org

[techpowerup.com · 336] ○TechPowerUp — techpowerup.com

[semiwiki.com · 337] ○TSMC N2 specs improve, while Intel 18A gets worse — semiwiki.com

[reddit.com · 338] ○외부 자료

[ameya360.com · 339] ○电子元器件基础知识大全电子元器件采购基本知识-Ameya360电子元器件采购网 — ameya360.com

[namu.wiki · 340] ○Just a moment... — namu.wiki

[techpowerup.com · 341] ○Samsung Foundry Supposedly Achieves 50% Yields with 2 nm GAA Node Process — techpowerup.com

[sammobile.com · 342] ○Samsung has improved the yield of 2nm chips like Exynos 2600 — sammobile.com

[smbom.com · 343] ○Samsung 2nm Yield Reaches 50% — smbom.com

[substack.com · 344] ○2nm Process Race Begins — substack.com

[Samsung · 345] ★Samsung Foundry Showcases Advanced Technology and Solutions — samsung.com

[quora.com · 346] ○Just a moment... — quora.com

[SemiAnalysis · 347] ★Co Packaged Optics (CPO) — semianalysis.com

[laweconcenter.org · 348] ○From Moore’s Law to Market Rivalry: The Economic Forces That Shape the Semiconductor Manufacturing Industry — laweconcenter.org

[dwarkesh.com · 349] ○Deep dive on the 3 big bottlenecks to scaling AI compute — dwarkesh.com

[futunn.com · 350] ○Document — futunn.com

[techinsights.com · 351] ○TechInsights Platform — techinsights.com

[dfcfw.com · 352] ○외부 자료

[easelinkelec.com · 353] ○TSMC expands 2nm production — easelinkelec.com

[247wallst.com · 354] ○Sold-Out AI Chips and Growing Foundry Buzz: Is Intel's Rally Just Getting Started? — 247wallst.com

[semiwiki.com · 355] ○KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026) — semiwiki.com

[economy.ac · 356] ○[Foundry] Intel’s 1.8-Nanometer-Class Yield Reversal to 60% Puts Samsung’s No. 2 Foundry Position at Risk — economy.ac

[semiwiki.com · 357] ○On Intel's Q1 Earnings: A Triple Test of CPU, 18A Yield Rates, and Foundry Orders — semiwiki.com

[tradingkey.com · 358] ○Intel Q1 Earnings Preview: Triple Test of CPU, 18A Yields and Foundry Orders — tradingkey.com

[duckittech.com · 359] ○Intel Q1 2026 Earnings Highlights 18A Yield Gains and 14A Progress — duckittech.com

[pcgamer.com · 360] ○'This is a fundamentally different company today': Intel reports strong financial results, says its upcoming 14A process is already outpacin — pcgamer.com

[tikr.com · 361] ○Intel Stock Soared 55% Past the Street’s Target. The Apple Deal Explains Why. — tikr.com

[tipranks.com · 362] ○Just a moment... — tipranks.com

[financialcontent.com · 363] ○Intel’s 18A Node Hits Volume Production at Fab 52 as Yields Stabilize for Panther Lake Ramp — financialcontent.com

[financialcontent.com · 364] ○FinancialContent — financialcontent.com

[livemint.com · 365] ○Intel begins iPhone and Mac chip production as Apple explores TSMC alternative: Report — livemint.com

[globalbankingandfinan… · 366] ○Intel CEO Considers Offering 18A Chip Manufacturing Tech to Clients — globalbankingandfinance.com

[substack.com · 367] ○Foundry Wars — substack.com

[hardforum.com · 368] ○Just a moment... — hardforum.com

[squarespace.com · 369] ○No more Moore? So, what then for microchips? And for China? — squarespace.com

[SEC EDGAR · 370] ★외부 자료

[techpowerup.com · 371] ○TechPowerUp — techpowerup.com

[financialcontent.com · 372] ○FinancialContent — financialcontent.com

[substack.com · 373] ○Intel Reports Loss in Q4 With Gloomy Outlook — substack.com

[alpha-sense.com · 374] ○Intel Corp Earnings — alpha-sense.com

[techi.com · 375] ○Intel's Real 2026 Test: Can Foundry Stop Burning Cash Before 18A Needs Proof? — techi.com

[chroniclejournal.com · 376] ○User — chroniclejournal.com

[tradingkey.com · 377] ○Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — tradingkey.com

[heygotrade.com · 378] ○Intel Turnaround Q1 2026: Is INTC a Buy After 25% Rally? — heygotrade.com

[ftcelectronics.com · 379] ○AI Chip Demand Surges, SSD Prices Rise, Intel & TSMC Roadmap Updates — ftcelectronics.com

[arca.live · 380] ○FY26Q1 어닝콜 - 주식 채널 — arca.live

[substack.com · 381] ○Intel Corporation (INTC) — substack.com

[techpowerup.com · 382] ○TechPowerUp — techpowerup.com

[substack.com · 383] ○Apple Turns to Intel for Future Chips in Major Shift Away From TSMC — substack.com

[wccftech.com · 384] ○TSMC's AI Dominance Isn't Under Threat By Intel Due To Key Raw Material Production, Says Citi — wccftech.com

[조선일보 · 385] ○“1.8나노 공정 고객사 찾는다”… 인텔 파운드리, 美 빅테크 수주 나서 — chosun.com

[SemiAnalysis · 386] ★Apple-TSMC: The Partnership That Built Modern Semiconductors — semianalysis.com

[wikipedia.org · 387] ○Terafab - Wikipedia — wikipedia.org

[futurumgroup.com · 388] ○Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars? — futurumgroup.com

[thenextweb.com · 389] ○Intel joins Musk’s Terafab as foundry partner in $25B chip megaproject — thenextweb.com

[semiwiki.com · 390] ○"Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology" — semiwiki.com

[eletric-vehicles.com · 391] ○Intel Joins Tesla's Terafab Chip Project With SpaceX and xAI — eletric-vehicles.com

[biggo.com · 392] ○외부 자료

[youtube.com · 393] ○외부 자료

[gurufocus.com · 394] ○Just a moment... — gurufocus.com

[aastocks.com · 395] ○Report: SK Hynix Considering Adopting Intel Corporation (INTC.US) New Packaging Technology — aastocks.com

[substack.com · 396] ○ABC summary: Samsung's Q1 2026 earnings call — substack.com

[gurufocus.com · 397] ○Just a moment... — gurufocus.com

[Samsung · 398] ★외부 자료

[tweaktown.com · 399] ○Samsung discloses its Q1 2026 earnings with a 48x growth in semiconductor operating profit — tweaktown.com

[semiwiki.com · 400] ○More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026 — semiwiki.com

[Tom's Hardware · 401] ·Leading-edge foundry roadmaps for TSMC, Intel and Samsung — tomshardware.com

[substack.com · 402] ○Intel’s $18 Billion Collapse — substack.com

[Tom's Hardware · 403] ·Intel Q4 earnings reveal rocky path to recovery following weakest full-year revenue since 2010 — tomshardware.com

[bitget.com · 404] ○Just a moment... — bitget.com

[granitefirm.com · 405] ○Yield rate comparison of SMIC, Rapidus, TSMC, Samsung, Intel's advanced process — granitefirm.com

[DigiTimes · 406] ○Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard — digitimes.com

[microsoft.com · 407] ○Maia 200: The AI accelerator built for inference — microsoft.com

[itbrief.ca · 408] ○406 Not Acceptable — itbrief.ca

[electronicspecifier.c… · 409] ○What does Microsoft’s Maia 200 launch mean for AI infrastructure? — electronicspecifier.com

[awesomeagents.ai · 410] ○Microsoft Maia 200 — awesomeagents.ai

[storagereview.com · 411] ○Maia 200 Signals Microsoft’s Push Toward Custom Silicon for AI Inference — storagereview.com

[windowsforum.com · 412] ○Maia 2 on Intel 18A: Microsoft AI Accelerator Rumor and Industry Impact — windowsforum.com

[chroniclejournal.com · 413] ○User — chroniclejournal.com

[tweaktown.com · 414] ○Microsoft to reportedly use Intel Foundry and 18A for its next-gen Maia AI accelerator — tweaktown.com

[techzine.eu · 415] ○Just a moment... — techzine.eu

[financialcontent.com · 416] ○FinancialContent — financialcontent.com

[nand-research.com · 417] ○Research Note: Microsoft Azure Maia 200 Inference Accelerator — nand-research.com

[seekingalpha.com · 418] ○Access to this page has been denied — seekingalpha.com

[seekingalpha.com · 419] ○Access to this page has been denied — seekingalpha.com

[futunn.com · 420] ○Document — futunn.com

[medium.com · 421] ○Just a moment... — medium.com

[youtube.com · 422] ○외부 자료

[fierce-network.com · 423] ○Just a moment... — fierce-network.com

[디일렉 · 424] ○SK Hynix to supply HBM3E for Microsoft Maia 200 AI chip — thelec.net

[TrendForce · 425] ○[News] Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier — trendforce.com

[SemiAnalysis · 426] ★Microsoft Infrastructure — semianalysis.com

[spheron.network · 427] ○NVIDIA B300 (Blackwell Ultra) Specs, Pricing, and Benchmarks (2026) — spheron.network

[Tom's Hardware · 428] ·Microsoft introduces newest in-house AI chip — tomshardware.com

[introl.com · 429] ○NVIDIA Blackwell Ultra and B300 — introl.com

[analysis-atlas.com · 430] ○Global AI Chip Market Analysis: The $200 Billion Race for Compute Supremacy — analysis-atlas.com

[introl.com · 431] ○Custom Silicon Inflection 2026 — introl.com

[technologymagazine.com · 432] ○Maia 200: Behind Microsoft’s Custom AI Chip Breakthrough — technologymagazine.com

[Tom's Hardware · 433] ·Intel details next-gen 18A fab tech: significantly more performance, lower power, higher density — tomshardware.com

[medium.com · 434] ○Just a moment... — medium.com

[Tom's Hardware · 435] ·Intel Foundry secures contract to build Microsoft — tomshardware.com

[biggo.com · 436] ○외부 자료

[techpowerup.com · 437] ○Intel 18A-P Node Delivers 9% Performance Increase, 18% Power Savings — techpowerup.com

[Tom's Hardware · 438] ·Intel details 18A-P process node, touts higher performance, lower power, and better thermals — tomshardware.com

[reddit.com · 439] ○외부 자료

[wccftech.com · 440] ○Intel's 18A-P Goes Beyond a 9% Speed Bump, Adding 50% Better Thermal Conductivity and Tighter Skew Corners to Win Foundry Customers — wccftech.com

[substack.com · 441] ○Intel: America's Semiconductor Comeback — substack.com

[smbom.com · 442] ○SK hynix Powers Microsoft Maia 200 with HBM3E — smbom.com

[sqmagazine.co.uk · 443] ○Attention Required! — sqmagazine.co.uk

[asiae.co.kr · 444] ○SK Hynix Hits — asiae.co.kr

[매일경제 · 445] ○[Exclusive] SK hynix to be sole supplier of HBM3E for Microsoft’s next-generation AI chip — mk.co.kr

[viksnewsletter.com · 446] ○🍪 TWiC: Maia 200, H200 in China, Micron's $24B Fab, Meta is ↑, MediaTek ASICs ++ — viksnewsletter.com

[news.az · 447] ○SK Hynix shares hits all-time high after Microsoft deal — news.az

[asiae.co.kr · 448] ○[Good Morning Market] New York Stock Exchange Hits Record High... Will the KOSPI Rally Continue? — asiae.co.kr

[windowscentral.com · 449] ○AI needs memory, and Microsoft is grabbing as much as it can — windowscentral.com

[windowsforum.com · 450] ○Memory Market Rotation: Maia 200, HBM Demand, and Micron Exit — windowsforum.com

[TrendForce · 451] ○[News] Samsung Reportedly to Deliver HBM4 Samples to NVIDIA This Month, Eyes Early-2026 Validation — trendforce.com

[financialcontent.com · 452] ○FinancialContent — financialcontent.com

[techpowerup.com · 453] ○Samsung HBM4 Reportedly Verified for NVIDIA "Vera Rubin" AI Platform, Could be Demoed at GTC '26 — techpowerup.com

[tradingkey.com · 454] ○SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise? — tradingkey.com

[sourcetrail.com · 455] ○Microsoft Maia 200: specs, performance and Azure AI impact — sourcetrail.com

[vertexaisearch.cloud.… · 456] ○Link — vertexaisearch.cloud.google.com

[tradingview.com · 457] ○Intel EVP, Chief Legal Officer Sold Shares Worth Over $4M — tradingview.com

[SEC EDGAR · 458] ★SEC FORM 4 — sec.gov

[investing.com · 459] ○Just a moment... — investing.com

[stocktitan.net · 460] ○Intel (NASDAQ: INTC) legal chief sells 40,256 shares in open-market deal — stocktitan.net

[simplywall.st · 461] ○Intel (SNSE:INTC) Stock Forecast & Analyst Predictions — simplywall.st

[mexc.co · 462] ○Intel (INTC) Stock Drops for Third Day as Server CPU Market Share Falls — mexc.co

[tradingview.com · 463] ○Apple deal fails to lift BofA's view on Intel stock — tradingview.com

[SEC EDGAR · 464] ★SEC FORM 4 — sec.gov

[sahmcapital.com · 465] ○Executive VP April Miller Boise Sold A Bunch Of Shares In Intel — sahmcapital.com

[247wallst.com · 466] ○Intel Has Tripled in 2026. The Sell in May Case for the Year's Biggest Comeback Story — 247wallst.com

[tradingkey.com · 467] ○Intel Corp Stock (INTC) Moved Up by 11.19% on Apr 8: A Full Analysis — tradingkey.com

[bydfi.com · 468] ○Intel Share Price Analysis April — bydfi.com

[intc.com · 469] ○외부 자료

[stocktitan.net · 470] ○Intel (NASDAQ: INTC) legal chief April Miller Boise to exit — stocktitan.net

[trefis.com · 471] ○Intel (INTC) — trefis.com

[executivegov.com · 472] ○Intel Selects April Miller Boise to Lead Legal, Trade, Government Affairs as EVP, CLO — executivegov.com

[intc.com · 473] ○외부 자료

[intc.com · 474] ○intc-20260330 — intc.com

[globallegalpost.com · 475] ○US computer chip giant Intel taps Zoom for CLO replacement — globallegalpost.com

[technobezz.com · 476] ○Intel Hires Zoom COO Aparna Bawa to Lead Combined Legal and HR Teams — technobezz.com

[mexc.com · 477] ○Intel (INTC) Surges to Record High Following Stellar Q1 Results — mexc.com

[simplywall.st · 478] ○Intel (NasdaqGS:INTC) Stock Price — simplywall.st

[intc.com · 479] ○외부 자료

[quiverquant.com · 480] ○Insider Sale: EVP and Chief Legal Officer of $INTC Sells 20,000 Shares — quiverquant.com

[mexc.com · 481] ○Intel (INTC) Stock at All-Time High After Blowout Q1 Earnings — mexc.com

[mexc.co · 482] ○Intel (INTC) Stock Slides as Q1 Server Market Share Continues to Erode — mexc.co

[investing.com · 483] ○Just a moment... — investing.com

[investing.com · 484] ○Just a moment... — investing.com

[mexc.co · 485] ○Intel (INTC) Stock Drops for Third Day as Server CPU Market Share Falls — mexc.co

[commerce.gov · 486] ○Just a moment... — commerce.gov

[Intel IR · 487] ★Intel and Biden Admin Announce up to $8.5 Billion in Direct Funding Under the CHIPS Act — intel.com

[enr.com · 488] ○Just a moment... — enr.com

[intc.com · 489] ○외부 자료

[siliconangle.com · 490] ○Intel secures up to $7.86B in CHIPS Act funding for fab projects — siliconangle.com

[senate.gov · 491] ○Access Denied — senate.gov

[intc.com · 492] ○Intel and Trump Administration Reach Historic Agreement to Accelerate American Technology and Manufacturing Leadership — intc.com

[SEC EDGAR · 493] ★Document — sec.gov

[investing.com · 494] ○Intel: 10% Government Stake Blurs Line Between Industrial Policy and Equity Owners — investing.com

[DigiTimes · 495] ○Intel grabs away US$8.5 billion CHIPS Act money and a US$11 billion loan — digitimes.com

[house.gov · 496] ○Stanton Celebrates $8.5 Billion CHIPS and Science Act Award to Intel, Highlight Economic Impact for Arizona Workers and the State’s Leading — house.gov

[aztechcouncil.org · 497] ○Intel awarded $8.5 billion in CHIPS Act grants — aztechcouncil.org

[Tom's Hardware · 498] ·Intel and U.S. ink funding contract — tomshardware.com

[Forbes · 499] ·Intel Secures Largest CHIPS Act Funding To Date — forbes.com

[youtube.com · 500] ○외부 자료

[manufacturingdive.com · 501] ○외부 자료

[wikipedia.org · 502] ○CHIPS and Science Act — wikipedia.org

[Tom's Hardware · 503] ·Pentagon pulls out of Intel — tomshardware.com

[asiatimes.com · 504] ○Secure enclaves: bad CHIPS Act idea wasting billions — asiatimes.com

[cato.org · 505] ○외부 자료

[youtube.com · 506] ○외부 자료

[pbs.org · 507] ○What you need to know about the government’s 10% stake in Intel — pbs.org

[bfgwm.com · 508] ○The U.S. Government’s 9.9% Stake in Intel: What Investors Need to Know — bfgwm.com

[Business Insider · 509] ·Here are the risks involved with the US-Intel deal, according to the company — businessinsider.com

[siliconangle.com · 510] ○Intel warns of potential business risks related to US government's investment — siliconangle.com

[youtube.com · 511] ○외부 자료

[financialcontent.com · 512] ○FinancialContent — financialcontent.com

[financialcontent.com · 513] ○Intel’s 18A “Power-On” Milestone: A High-Stakes Gamble to Reclaim the Silicon Throne — financialcontent.com

[wedbush.com · 514] ○외부 자료

[동아일보 · 515] ○Intel — donga.com

[kitguru.net · 516] ○Intel 18A process node detailed — kitguru.net

[EE Times · 517] ·외부 자료

[Business Korea · 518] ○Intel Enters 2-Nanometer Race Against Samsung, TSMC — businesskorea.co.kr

[semiwiki.com · 519] ○Global 2nm Supply Crunch: TSMC Leads as Intel 18A, Samsung, and Rapidus Race to Compete — semiwiki.com

[substack.com · 520] ○Who Is Leading The 2nm Process Race? — substack.com

[reddit.com · 521] ○외부 자료

[thestar.com.my · 522] ○SK Hynix shares rally 13% after US tech firms signal strong AI spending plans — thestar.com.my

[biggo.com · 523] ○외부 자료

[247wallst.com · 524] ○The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth — 247wallst.com

[introl.com · 525] ○CES 2026 Chip Wars: Intel's 18A Breakthrough, NVIDIA's — introl.com

[Korea Herald · 526] ○Samsung, SK hynix on edge as US reconsiders Chips Act awards — koreaherald.com

[investing.com · 527] ○Just a moment... — investing.com

[kedglobal.com · 528] ○Samsung to cut chip executive jobs, restructure in battle versus SK Hynix — kedglobal.com

[tradingview.com · 529] ○Samsung is spending $73B on chips in 2026: who should be worried? — tradingview.com

[joins.com · 530] ○Loss for Samsung, win for SK hynix after U.S. reveals final CHIPS Act funding — joins.com

[TrendForce · 531] ○[News] CHIPS Act Funding Highlights before Trump Takes Office: TSMC, Intel, Samsung, and More — trendforce.com

[TrendForce · 532] ○[News] SK Hynix Commits Additional USD 15 Billion, Escalating Fab Expansion Race among Memory Giants — trendforce.com

[koreatechdesk.com · 533] ○Korea Passes Semiconductor Special Act — But Its ₩2T Funding Engine Won’t Start Until 2027 - KoreaTechDesk — koreatechdesk.com

[asiabusinessoutlook.c… · 534] ○South Korea Commits US$20.4B in 2026 for AI and Semiconductors — asiabusinessoutlook.com

[babl.ai · 535] ○South Korea Unveils $6.5B Strategy to Boost AI, Semiconductor and Strategic Technologies — babl.ai

[조선일보 · 536] ○South Korea boosts strategic tech push with 8.6 trillion won R&D plan — chosun.com

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