KeyBanc analysts have come away from their recent trip to Asia with an overwhelmingly positive view of Intel’s foundry-related momentum, echoing the rosy outlook espoused by Piper Sandler back in September. As per the emerging picture, Intel Foundry is on track to win sizable orders from the who’s who of the AI/hyperscaler world for its 18A-P and 14A processes, with the bulk of the orders skewed towards the latter, however. KeyBanc echoes Piper Sandler bullish prognosis by declaring that Intel has secured orders from Broadcom, Google, Apple, AMD, Microsoft, And NVIDIA KeyBanc has just declared that Intel has now secured […]