Intel scraps its Germany and Poland foundries, shifting assembly from Costa Rica to Vietnam and Malaysia. It slows Ohio fab construction while ramping up Intel 18A/18A‑P and planning Intel 14A around key customers. SMT returns. Focus shifts to Panther Lake, Nova Lake, and Granite Rapids. AI strategy pivots toward inference and agentic workloads. Intel aims to unify silicon, systems, and software into a single integrated stack.
Infra shift: Intel centralizes assembly/test and reins in fab expansion to sync capacity with demand.
