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Intel Outsourcing Clues Mount Ahead of Earnings Under New CEO

  • ASML, a key Intel supplier, may be shifting orders to others
  • TSMC lifts spending, possibly to handle Intel manufacturing
Intel's Chipmaking Throne Is Challenged by a Taiwanese Upstart

Photographer: Aaron M. Sprecher/Bloomberg

Investors want to know one thing when Intel Corp. reports results Thursday: Will the world’s largest chipmaker outsource more production? We may already have an answer, judging by recent comments from other parts of the industry.

On Tuesday, ASML Holdings NV, a key provider of chipmaking equipment, said it is shifting orders for some of its most advanced machines from one customer to others. It didn’t say who, but the company was likely referring to orders moving from Intel to other chipmakers, such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co.