Meta selects Intel Foundry for multi‑year custom‑silicon and packaging deal

- Intel’s foundry and packaging push is broadening beyond CPU credibility into real custom-silicon options for major cloud and hyperscale customers like Meta. - Q1 foundry revenue was cited at $5.4 billion and the roadmap emphasises 18A plus multi-year deals with big customers including Meta and partners. - That forces neutral path comparison work—define what changes if customers add Intel versus stay with incumbents. (kad8.com)