AMAT · News · 20261011N

Intel Foundry Partnership

APPLIED MATERIALS INC /DE · 2026-10-11 · Importance 31 · Surprise 42

Intel and Applied Materials are expanding their partnership in next-generation AI chipmaking. The collaboration covers transistors, wiring, and advanced packaging, including Intel’s Foveros technology. The initiative positions Applied Materials to participate in expected growth in advanced AI-chip packaging, although the report characterizes the company’s broader equipment portfolio and net-cash position as providing steadier exposure than Intel.

Key facts

• Applied Materials and Intel are expanding their partnership in next-generation AI chipmaking, focusing on transistors, wiring, and advanced packaging, including Intel's Foveros technology. source
• Applied Materials is net cash positive. source