Gelsinger said in an interview that Intel has a fourth foundry customer for its advanced manufacturing process called “18A,” which it plans start producing in late 2024 and which it will offer to customers through its Intel Foundry Services business.

“We now have three committed customers on 18A, and we expect that we will successfully conclude at least one more this quarter,” Gelsinger said.

He declined to say how many chips Intel will manufacture for those companies, but said the first has pre-paid and is “a very significant customer.”

“The next two are very meaningful, not as large as the first one,” Gelsinger added in an interview. “But now we have engagements with essentially the who’s who of foundry customers.”