Intel has developed transistor technology comparable to the best in the world, yet its foundry business struggles with losses and limited external customers. Meanwhile, TSMC dominates the foundry market with a large customer base, high gross margins, and advanced 2nm production. Intel's foundry revenue mainly comes from its own chips, while TSMC serves hundreds of outside customers, especially in AI and high-performance computing. The key test for Intel will be attracting external customers to its upcoming 14A node to close the gap with TSMC's scale and efficiency.
Intel's stock price stands at USD 86.12 with a positive 1-day change of 0.74% as of Oct 23, 2026, 18:11 WIB on Pluang. This comes as the company continues to develop advanced transistor technology while facing challenges in expanding its foundry business beyond internal chip production. Despite the struggles highlighted in the news, Intel maintains a strong market presence with a market cap of $451.91 billion and a dividend yield of 2.24%.
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