Saturday, November 7, 2026 · Deep Dive
The Degenerates Journal — Deep Dive: Intel Foundry · Saturday, November 7, 2026
About this episode
The Degenerates Journal in audio: a deep dive into Intel's foundry — every possible deal, labelled from the filings, the reporting and the rumors: signed, in talks, rumored only, or denied.
The short answer: the most believable path is advanced packaging — where Amazon and Cisco already pay — then the government-brokered Apple talks and the Tesla and SpaceX Terafab. The glamorous deals are the least certain ones.