Intel $intc has already announced new foundry customers, most recently stating that Tesla has agreed to use its upcoming 14A manufacturing process. Recent Intel Foundry Customer Announcements • Tesla: Agreed to use Intel's upcoming 14A process for physical AI and related silicon (reported in October 2026). • Fortinet: Signed on as the first named foundry customer under CEO Lip-Bu Tan for security chips (July 2026). • Microsoft: Selected Intel 18A technology for a planned custom chip design. • Amazon Web Services (AWS): Expanded multi-year, multi-billion-dollar framework agreements for custom chips and AI fabric chips on Intel nodes. Pipeline and Future Prospects • Active Engagements: Intel is actively in talks and evaluations with major tech firms—including Alphabet (Google), NVIDIA, and Arm—regarding its 18A, 18A-P, and 14A nodes. • Timeline: Firm supplier and customer commitments for the 14A process are actively forming through late 2026 and 2027 as defect rates drop and yields improve.