Intel's foundry business is gaining momentum as major tech companies evaluate its advanced manufacturing technologies. Apple is reportedly considering Intel's 18A-P process for its M-series chips, while Google is exploring Intel's EMIB packaging for its TPU v8e project. Tesla has confirmed it will use Intel's 14A process for its Terafab AI complex in Austin, marking Tesla as Intel's first external foundry customer.Intel's recent earnings report highlights a narrowing operating loss in its foundry segment, attributed to improved yields. The company is seeing increased interest due to a shift in CPU-to-GPU demand ratios, driven by AI advancements. Intel's strategic position is bolstered by the need for supply chain diversification among tech giants, positioning it as a viable alternative to TSMC.