Intel (INTC) Foundry has a pipeline of confirmed and speculative customers, including a confirmed Apple low-end M-series chip on the 18A process estimated at $0.3–0.5B in annual revenue. Other confirmed projects include Google TPU advanced packaging and logic-tile supply ($3–6B cumulative over three years) and Tesla/SpaceX (Terafab) on the 14A process. Speculative upside includes potential merchant AI-accelerator wins, Feynman packaging, and a low-probability Nvidia collaboration involving EMIB-T and x86 co-design.