Inferra AI / Term research / Foundry / Leading Edge Node
Foundry / Leading Edge Node
Contract chip manufacturing (TSMC above all) and the process generations (3nm, 2nm, A16) that pace performance-per-watt gains across every accelerator roadmap.
Watch for: TSM monthly revenue, node mix, and wafer price commentary.
“foundry” is used by 213 companies in 1,167 documents in this edition.
Documents using the term, by quarter
| Quarter | Documents |
|---|---|
| Q1 2026 | 150 |
| Q2 2026 | 109 |
| Q3 2026 | 112 |
| Q4 2026 (in progress) | 71 |
Q4 2026 is in progress — documents filed through Nov 1, 2026. Quarters are calendar quarters, bucketed by document date.
Companies using it most · documents · in Q4 2026
| # | Ticker | Company | Documents | In Q4 2026 |
|---|---|---|---|---|
| 1 | INTC | Intel | 51 | 3 in Q4 2026 |
| 2 | SXC | SunCoke Energy, Inc. | 43 | 4 in Q4 2026 |
| 3 | UMC | United Microelectronics | 42 | 2 in Q4 2026 |
| 4 | AMAT | Applied Materials | 35 | 0 in Q4 2026 |
| 5 | ASML | ASML Holding | 30 | 0 in Q4 2026 |
| 6 | TSM | Taiwan Semiconductor | 29 | 0 in Q4 2026 |
| 7 | TSEM | Tower Semiconductor | 26 | 2 in Q4 2026 |
| 8 | KLAC | KLA Corporation | 25 | 3 in Q4 2026 |
| 9 | PLTR | Palantir Technologies | 25 | 0 in Q4 2026 |
| 10 | LRCX | Lam Research | 24 | 4 in Q4 2026 |
| 11 | MTX | Minerals Technologies Inc. | 23 | 8 in Q4 2026 |
| 12 | CDNS | Cadence Design Systems | 23 | 0 in Q4 2026 |
| 13 | NXPI | NXP Semiconductors | 22 | 2 in Q4 2026 |
| 14 | NVDA | NVIDIA | 22 | 1 in Q4 2026 |
| 15 | WEC | WEC Energy Group | 22 | 0 in Q4 2026 |
| 16 | FTNT | Fortinet | 21 | 1 in Q4 2026 |
| 17 | MWA | Mueller Water Products, Inc. | 20 | 6 in Q4 2026 |
| 18 | CRDO | Credo Technology | 19 | 0 in Q4 2026 |
| 19 | QCOM | Qualcomm | 18 | 0 in Q4 2026 |
| 20 | QUBT | Quantum Computing Inc. | 17 | 1 in Q4 2026 |
| 21 | FORM | Formfactor Inc. | 17 | 0 in Q4 2026 |
| 22 | AVGO | Broadcom | 16 | 0 in Q4 2026 |
| 23 | SKYT | SkyWater Technology, Inc | 16 | 0 in Q4 2026 |
| 24 | FULT | Fulton Financial Corp | 15 | 2 in Q4 2026 |
| 25 | MCHP | Microchip Technology | 14 | 0 in Q4 2026 |
| 26 | MPWR | Monolithic Power Systems | 14 | 0 in Q4 2026 |
| 27 | SNPS | Synopsys | 14 | 0 in Q4 2026 |
| 28 | PI | Impinj Inc. | 13 | 6 in Q4 2026 |
| 29 | MRVL | Marvell Technology | 13 | 2 in Q4 2026 |
| 30 | AIP | Arteris, Inc. | 13 | 0 in Q4 2026 |
| 31 | JBGS | JBG SMITH Properties | 12 | 0 in Q4 2026 |
| 32 | IONQ | IonQ | 11 | 1 in Q4 2026 |
| 33 | AMBA | Ambarella Inc | 11 | 0 in Q4 2026 |
| 34 | PDFS | Pdf Solutions Inc. | 11 | 0 in Q4 2026 |
| 35 | SWKS | Skyworks Solutions | 10 | 0 in Q4 2026 |
| 36 | ADEA | Adeia Inc. | 9 | 0 in Q4 2026 |
| 37 | GBX | Greenbrier Companies Inc. | 8 | 1 in Q4 2026 |
| 38 | AMD | Advanced Micro Devices | 8 | 0 in Q4 2026 |
| 39 | AMKR | Amkor Technology, Inc. | 8 | 0 in Q4 2026 |
| 40 | ARM | Arm Holdings | 8 | 0 in Q4 2026 |
| 41 | RGTI | Rigetti Computing | 8 | 0 in Q4 2026 |
| 42 | SLAB | Silicon Laboratories Inc. | 8 | 0 in Q4 2026 |
| 43 | VECO | Veeco Instruments Inc | 8 | 0 in Q4 2026 |
| 44 | ACLS | Axcelis Technologies Inc | 7 | 0 in Q4 2026 |
| 45 | CMI | Cummins | 7 | 0 in Q4 2026 |
| 46 | MXL | Maxlinear, Inc. | 7 | 0 in Q4 2026 |
| 47 | ON | ON Semiconductor | 7 | 0 in Q4 2026 |
| 48 | OUST | Ouster, Inc. | 7 | 0 in Q4 2026 |
| 49 | SITM | Sitime Corp | 7 | 0 in Q4 2026 |
| 50 | SKM | Sk Telecom Co Ltd | 7 | 0 in Q4 2026 |
| 51 | ONDS | Ondas Inc. | 6 | 1 in Q4 2026 |
| 52 | ACMR | ACM Research, Inc. | 6 | 0 in Q4 2026 |
| 53 | CC | Chemours Co | 6 | 0 in Q4 2026 |
| 54 | CLSK | Cleanspark, Inc.. | 6 | 0 in Q4 2026 |
| 55 | GFS | GlobalFoundries | 6 | 0 in Q4 2026 |
| 56 | LSCC | Lattice Semiconductor Corp | 6 | 0 in Q4 2026 |
| 57 | MKSI | Mks Inc. | 6 | 0 in Q4 2026 |
| 58 | ROP | Roper Technologies | 6 | 0 in Q4 2026 |
| 59 | STM | STMicroelectronics | 6 | 0 in Q4 2026 |
| 60 | AMBQ | Ambiq Micro, Inc. | 5 | 0 in Q4 2026 |
| 61 | COHR | Coherent Corp. | 5 | 0 in Q4 2026 |
| 62 | PCAR | Paccar | 5 | 0 in Q4 2026 |
| 63 | WTS | Watts Water Technologies Inc. | 5 | 0 in Q4 2026 |
| 64 | MSFT | Microsoft | 4 | 2 in Q4 2026 |
| 65 | CRWD | CrowdStrike | 4 | 0 in Q4 2026 |
| 66 | CTSH | Cognizant | 4 | 0 in Q4 2026 |
| 67 | GNRC | Generac | 4 | 0 in Q4 2026 |
| 68 | MA | Mastercard | 4 | 0 in Q4 2026 |
| 69 | MTSI | MACOM Technology Solutions | 4 | 0 in Q4 2026 |
| 70 | NVMI | Nova Ltd. | 4 | 0 in Q4 2026 |
| 71 | POWI | Power Integrations Inc | 4 | 0 in Q4 2026 |
| 72 | RMBS | Rambus Inc. | 4 | 0 in Q4 2026 |
| 73 | VICR | Vicor Corp | 4 | 0 in Q4 2026 |
| 74 | XNDU | Xanadu Quantum Technologies Limited | 4 | 0 in Q4 2026 |
| 75 | IBM | IBM | 3 | 1 in Q4 2026 |
| 76 | TXN | Texas Instruments | 3 | 1 in Q4 2026 |
| 77 | ADI | Analog Devices | 3 | 0 in Q4 2026 |
| 78 | ALAB | Astera Labs | 3 | 0 in Q4 2026 |
| 79 | CRUS | Cirrus Logic, Inc. | 3 | 0 in Q4 2026 |
| 80 | LKFN | Lakeland Financial Corp | 3 | 0 in Q4 2026 |
| 81 | MORN | Morningstar, Inc. | 3 | 0 in Q4 2026 |
| 82 | ONTO | Onto Innovation Inc. | 3 | 0 in Q4 2026 |
| 83 | RIO | Rio Tinto | 3 | 0 in Q4 2026 |
| 84 | RIOT | Riot Platforms, Inc. | 3 | 0 in Q4 2026 |
| 85 | RKLB | Rocket Lab | 3 | 0 in Q4 2026 |
| 86 | VSH | Vishay Intertechnology Inc. | 3 | 0 in Q4 2026 |
| 87 | H.TO | Hydro One | 2 | 2 in Q4 2026 |
| 88 | OLED | Universal Display Corp | 2 | 2 in Q4 2026 |
| 89 | CHRN | ChronoScale Holdings Corp | 2 | 1 in Q4 2026 |
| 90 | ALC | Alcon | 2 | 0 in Q4 2026 |
| 91 | ALGM | Allegro Microsystems, Inc. | 2 | 0 in Q4 2026 |
| 92 | ASX | ASE Technology Holding | 2 | 0 in Q4 2026 |
| 93 | BFLY | Butterfly Network, Inc. | 2 | 0 in Q4 2026 |
| 94 | CAT | Caterpillar Inc. | 2 | 0 in Q4 2026 |
| 95 | CBRS | Cerebras Systems | 2 | 0 in Q4 2026 |
| 96 | CENX | Century Aluminum Co | 2 | 0 in Q4 2026 |
| 97 | CRON | Cronos Group | 2 | 0 in Q4 2026 |
| 98 | CSGP | CoStar Group | 2 | 0 in Q4 2026 |
| 99 | EXR | Extra Space Storage | 2 | 0 in Q4 2026 |
| 100 | FFIV | F5, Inc. | 2 | 0 in Q4 2026 |
| 101 | FLS | Flowserve Corp | 2 | 0 in Q4 2026 |
| 102 | GEN | Gen Digital | 2 | 0 in Q4 2026 |
| 103 | INFY | Infosys | 2 | 0 in Q4 2026 |
| 104 | IPGP | Ipg Photonics Corp | 2 | 0 in Q4 2026 |
| 105 | KN | Knowles Corp | 2 | 0 in Q4 2026 |
| 106 | KRC | Kilroy Realty Corp | 2 | 0 in Q4 2026 |
| 107 | LEU | Centrus Energy Corp | 2 | 0 in Q4 2026 |
| 108 | LLY | Lilly (Eli) | 2 | 0 in Q4 2026 |
| 109 | NBIS | Nebius Group | 2 | 0 in Q4 2026 |
| 110 | NMG | Nouveau Monde Graphite | 2 | 0 in Q4 2026 |
| 111 | OSK | Oshkosh Corp | 2 | 0 in Q4 2026 |
| 112 | PLAB | Photronics Inc. | 2 | 0 in Q4 2026 |
| 113 | RHP | Ryman Hospitality Properties, Inc. | 2 | 0 in Q4 2026 |
| 114 | SMTC | Semtech Corp | 2 | 0 in Q4 2026 |
| 115 | SONY | Sony Group | 2 | 0 in Q4 2026 |
| 116 | SYNA | Synaptics Inc. | 2 | 0 in Q4 2026 |
| 117 | TER | Teradyne | 2 | 0 in Q4 2026 |
| 118 | TWST | Twist Bioscience Corp | 2 | 0 in Q4 2026 |
| 119 | UCTT | Ultra Clean Holdings, Inc. | 2 | 0 in Q4 2026 |
| 120 | WLY | John Wiley & Sons, Inc. | 2 | 0 in Q4 2026 |
| 121 | XPEV | Xpeng Inc. | 2 | 0 in Q4 2026 |
| 122 | AYA | Aya Gold & Silver | 1 | 1 in Q4 2026 |
| 123 | CAMT | Camtek Ltd | 1 | 1 in Q4 2026 |
| 124 | CFG | Citizens Financial Group | 1 | 1 in Q4 2026 |
| 125 | CNP | CenterPoint Energy | 1 | 1 in Q4 2026 |
| 126 | CPRT | Copart | 1 | 1 in Q4 2026 |
| 127 | CURB | Curbline Properties Corp. | 1 | 1 in Q4 2026 |
| 128 | CVX | Chevron Corporation | 1 | 1 in Q4 2026 |
| 129 | GEV | GE Vernova | 1 | 1 in Q4 2026 |
| 130 | MTB | M&T Bank | 1 | 1 in Q4 2026 |
| 131 | NWSA | News Corp (Class A) | 1 | 1 in Q4 2026 |
| 132 | PLD | Prologis | 1 | 1 in Q4 2026 |
| 133 | VLY | Valley National Bancorp | 1 | 1 in Q4 2026 |
| 134 | AA | Alcoa Corp | 1 | 0 in Q4 2026 |
| 135 | AAOI | Applied Optoelectronics, Inc. | 1 | 0 in Q4 2026 |
| 136 | ADBE | Adobe Inc. | 1 | 0 in Q4 2026 |
| 137 | AEE | Ameren | 1 | 0 in Q4 2026 |
| 138 | AIG | American International Group | 1 | 0 in Q4 2026 |
| 139 | AKAM | Akamai Technologies | 1 | 0 in Q4 2026 |
| 140 | ALB | Albemarle Corporation | 1 | 0 in Q4 2026 |
| 141 | AXON | Axon Enterprise | 1 | 0 in Q4 2026 |
| 142 | AXP | American Express | 1 | 0 in Q4 2026 |
| 143 | BE | Bloom Energy | 1 | 0 in Q4 2026 |
| 144 | C | Citigroup | 1 | 0 in Q4 2026 |
| 145 | CHTR | Charter Communications | 1 | 0 in Q4 2026 |
| 146 | CIFR | Cipher Digital Inc. | 1 | 0 in Q4 2026 |
| 147 | CLS | Celestica | 1 | 0 in Q4 2026 |
| 148 | COO | Cooper Companies | 1 | 0 in Q4 2026 |
| 149 | CRL | Charles River Laboratories | 1 | 0 in Q4 2026 |
| 150 | CSCO | Cisco | 1 | 0 in Q4 2026 |
| 151 | CVNA | Carvana | 1 | 0 in Q4 2026 |
| 152 | CWST | Casella Waste Systems Inc. | 1 | 0 in Q4 2026 |
| 153 | DE | Deere & Company | 1 | 0 in Q4 2026 |
| 154 | DOX | Amdocs Ltd | 1 | 0 in Q4 2026 |
| 155 | ESTC | Elastic N.V. | 1 | 0 in Q4 2026 |
| 156 | EVRG | Evergy | 1 | 0 in Q4 2026 |
| 157 | EXLS | Exlservice Holdings, Inc. | 1 | 0 in Q4 2026 |
| 158 | FCX | Freeport-McMoRan | 1 | 0 in Q4 2026 |
| 159 | FIX | Comfort Systems USA | 1 | 0 in Q4 2026 |
| 160 | FTI | TechnipFMC | 1 | 0 in Q4 2026 |
| 161 | FTRE | Fortrea Holdings Inc. | 1 | 0 in Q4 2026 |
| 162 | GGB | Gerdau S.A. | 1 | 0 in Q4 2026 |
| 163 | GRAL | Grail, Inc. | 1 | 0 in Q4 2026 |
| 164 | GWRE | Guidewire Software, Inc. | 1 | 0 in Q4 2026 |
| 165 | HUT | Hut 8 Corp. | 1 | 0 in Q4 2026 |
| 166 | ICHR | Ichor Holdings, Ltd.. | 1 | 0 in Q4 2026 |
| 167 | INFQ | Infleqtion, Inc. | 1 | 0 in Q4 2026 |
| 168 | INGM | Ingram Micro Holding Corp | 1 | 0 in Q4 2026 |
| 169 | IREN | Iren Ltd | 1 | 0 in Q4 2026 |
| 170 | JPM | JPMorgan Chase | 1 | 0 in Q4 2026 |
| 171 | KEEL | Keel Infrastructure Corp. | 1 | 0 in Q4 2026 |
| 172 | KEYS | Keysight Technologies | 1 | 0 in Q4 2026 |
| 173 | KMTS | Kestra Medical Technologies, Ltd.. | 1 | 0 in Q4 2026 |
| 174 | KNSL | Kinsale Capital Group, Inc. | 1 | 0 in Q4 2026 |
| 175 | KVUE | Kenvue | 1 | 0 in Q4 2026 |
| 176 | LEGN | Legend Biotech Corp | 1 | 0 in Q4 2026 |
| 177 | LITE | Lumentum | 1 | 0 in Q4 2026 |
| 178 | LNT | Alliant Energy | 1 | 0 in Q4 2026 |
| 179 | MANH | Manhattan Associates Inc. | 1 | 0 in Q4 2026 |
| 180 | MU | Micron Technology | 1 | 0 in Q4 2026 |
| 181 | NHI | National Health Investors Inc | 1 | 0 in Q4 2026 |
| 182 | O | Realty Income | 1 | 0 in Q4 2026 |
| 183 | PACS | Pacs Group, Inc. | 1 | 0 in Q4 2026 |
| 184 | POET | POET Technologies | 1 | 0 in Q4 2026 |
| 185 | QBTS | D-Wave Quantum | 1 | 0 in Q4 2026 |
| 186 | RACE | Ferrari | 1 | 0 in Q4 2026 |
| 187 | RELX | RELX | 1 | 0 in Q4 2026 |
| 188 | RGR | Sturm Ruger & Co Inc. | 1 | 0 in Q4 2026 |
| 189 | ROL | Rollins, Inc. | 1 | 0 in Q4 2026 |
| 190 | SAIC | Science Applications International Corp | 1 | 0 in Q4 2026 |
| 191 | SBAC | SBA Communications | 1 | 0 in Q4 2026 |
| 192 | SBSW | Sibanye Stillwater Ltd | 1 | 0 in Q4 2026 |
| 193 | SEI | Solaris Energy Infrastructure, Inc. | 1 | 0 in Q4 2026 |
| 194 | SIMO | Silicon Motion Technology Corp | 1 | 0 in Q4 2026 |
| 195 | SKHY | SK hynix Inc. | 1 | 0 in Q4 2026 |
| 196 | STLD | Steel Dynamics | 1 | 0 in Q4 2026 |
| 197 | T | AT&T | 1 | 0 in Q4 2026 |
| 198 | TBLA | Taboola.com Ltd. | 1 | 0 in Q4 2026 |
| 199 | TDY | Teledyne Technologies | 1 | 0 in Q4 2026 |
| 200 | TKO | TKO Group Holdings | 1 | 0 in Q4 2026 |
| 201 | TMC | The Metals Company | 1 | 0 in Q4 2026 |
| 202 | TXNM | Txnm Energy Inc. | 1 | 0 in Q4 2026 |
| 203 | UBER | Uber | 1 | 0 in Q4 2026 |
| 204 | UI | Ubiquiti | 1 | 0 in Q4 2026 |
| 205 | URBN | Urban Outfitters Inc. | 1 | 0 in Q4 2026 |
| 206 | VIAV | Viavi Solutions Inc. | 1 | 0 in Q4 2026 |
| 207 | VMRK | Vivmark Residential | 1 | 0 in Q4 2026 |
| 208 | WDC | Western Digital | 1 | 0 in Q4 2026 |
| 209 | WH | Wyndham Hotels & Resorts, Inc. | 1 | 0 in Q4 2026 |
| 210 | WTFC | Wintrust Financial Corp | 1 | 0 in Q4 2026 |
| 211 | WULF | Terawulf Inc. | 1 | 0 in Q4 2026 |
| 212 | ZBH | Zimmer Biomet | 1 | 0 in Q4 2026 |
| 213 | ZD | Ziff Davis, Inc.. | 1 | 0 in Q4 2026 |
Evidence — the top-ranked company
Evidence
Intel (INTC)
51 documents use “foundry” in this edition — 3 in Q4 2026.
Earnings presentation
Most recent deck in this edition
Intel — Tear Sheet (company IR deck)
IN THE DECK · “…2026, 3:32 PM EDT Intel to Report Third-Quarter 2026 Financial Results Oct 6 2026, 4:01 PM EDT Intel Foundry and ASML Collaborate to Accelerate Industry Readiness for High NA EUV Sep 8 2026, 2:03 AM EDT Stock…”
Page numbers aren’t available for this deck — it was filed as a web document, whose text has no pages. The passage is shown exactly as indexed.
Where the term appears — the documents
IN THE FULL TEXT · “…us-gaap:CommonStockIncludingAdditionalPaidInCapitalMember 2024-12-29 2025-09-27 0000050863 2023-12-31 2024-12-28 0000050863 intc:IntelFoundryMember intc:AssemblyAndTestMember 2026-06-28 2026-09-26 0000050863 intc:IntelFoundryMember intc:AssemblyAndTestMember…”
Intel — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…down 5% Data Center and AI (DCAI) 7.3 up 78% Total Intel Products revenue 15.4 up 22% Intel Foundry 6.7 up 58% All Other 3 0.7 down 30% Intersegment eliminations (6.3) Total net revenue…”
Intel — Tear Sheet (company IR deck)
IN THE DOCUMENT · “…2026, 3:32 PM EDT Intel to Report Third-Quarter 2026 Financial Results Oct 6 2026, 4:01 PM EDT Intel Foundry and ASML Collaborate to Accelerate Industry Readiness for High NA EUV Sep 8 2026, 2:03 AM EDT Stock…”
The term appears in this document’s full text — open the original to read it in context.
Intel — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network,” said Lip-Bu Tan, Intel CEO. “Our Q2 results represent our strongest revenue growth in more…”
The term appears in this document’s full text — open the original to read it in context.
Intel — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…Center and AI (DCAI) 5.1 billion up 22% Total Intel Products revenue 12.8 billion up 9% Intel Foundry 5.4 billion up 16% All other 0.6 billion down 33% Intersegment eliminations (5.3) billion…”
Intel — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…businesses,” Tan added. “As we enter our next phase – focused on disciplined execution, product leadership and foundry progress – his experience will be instrumental in supporting management and driving sustainable long-term…”
The term appears in this document’s full text — open the original to read it in context.
Intel — Earnings release (8-K exhibit)
IN THE DOCUMENT · “… billion up 5% Total Intel Products revenue 12.9 billion down 1% 49.1 billion down 1% Intel Foundry 4.5 billion up 4% 17.8 billion up 3% All other 0.6 billion down 48% 3.6 billion down 1% …”
41 more documents also use the term. View all 51 in the library search →
Counts are documents containing the term, counted from this edition’s full-text index of the filings, the release and deck text the library holds, and document titles and details — the same sources the library search on the homepage runs on, so the two always agree. A document counts once, however many times the term appears in it.