Intel Foundry: Chipmakers Evaluate, Citi Doubts 11/20/25
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Intel Foundry: Chipmakers Evaluate, Citi Doubts 11/20/25
Key Stories:
- Several prominent chipmakers are reportedly exploring Intel’s foundry and packaging technologies, signaling potential new business for the legacy chip giant. Companies like Qualcomm, a leading designer of mobile processors, Broadcom, a diversified semiconductor and infrastructure software company, and even Apple, the iPhone maker, appear to be evaluating Intel’s capabilities. This interest comes as Intel pushes hard to re-establish itself as a major foundry player, aiming to compete with the likes of TSMC. Investors will be watching closely to see if these initial evaluations translate into meaningful contracts for Intel’s manufacturing services. Read more
- Despite the news that major chipmakers are evaluating Intel’s foundry services, Citi analysts remain skeptical about the likelihood of these engagements materializing into significant deals. Citi points to Intel’s ongoing technical challenges and its considerable lag behind industry leader TSMC, or Taiwan Semiconductor Manufacturing Company, as key roadblocks. This analyst perspective suggests Intel faces an uphill battle in convincing major customers to commit to its nascent foundry business, despite the strategic importance of diversifying semiconductor manufacturing globally. For investors, this highlights the execution risk inherent in Intel’s foundry ambitions and the fierce competition in the advanced chip manufacturing space. Read more
- Moving over to Canada, the Bank of Montreal, or BMO, has launched five new Canadian depositary receipts, known as CDRs, which are now trading on the Cboe Canada exchange. These innovative financial products offer Canadian investors an accessible way to gain exposure to leading U.S. stocks, including technology giants Apple and Intel, payments powerhouses Mastercard and Visa, and pharmaceutical giant Pfizer. CDRs allow investors to buy fractional shares of these American companies in Canadian dollars, potentially making high-priced U.S. equities more accessible and simplifying cross-border investing for retail and institutional clients alike. This could increase liquidity and interest in these top-tier U.S. names within the Canadian market. Read more
Keywords: Analyst Opinion, Apple, BMO, Broadcom, CDRs, Canadian Depositary Receipts, Canadian Equities, Cboe Canada, Chipmakers, Citi, Foundry Services, Intel, Manufacturing, Market Share, Mastercard, Pfizer, Qualcomm, Semiconductor, TSMC, Technical Challenges, US Stocks, Visa