Intel (INTC) is said to have secured foundry design wins and firm commitments from Broadcom (AVGO) for a networking switch and Google (GOOG) for a server CPU. KeyBanc estimates Intel’s foundry wins with Apple (AAPL) could total 600,000 wafers and $15–20 billion in revenue; it expects 14A to ramp in late 2029/early 2030 and 18AP in late 2028/early 2029.