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Intel reported to be looking for external foundry

“We are in a constraint scenario into the fourth quarter, both at low-end PC and IoT,” says Intel CEO Bob Swan, “we have taken some of our 10-nanometer equipment and tools and began to blow that back to meet the increased demand for 14. So we’re working extremely hard to get back on track in 2019. But at this stage of the game, given the demand signals we’ve seen in fourth quarter, we’re going to be constrained a little bit. And we’re trying to prioritize best as we can with our customers.”

PC OEMs have been vocal in pointing to shortages of x86 processors which has moved on from consumer PCs to industrialPCs.

The most likely foundry to help Intel meet demand is TSMC which already makes Intel’s programmable logic products.


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