Intel’s Q3 2026 earnings, scheduled for release after the close on October 29, will provide the first look at Foundry segment revenue following the $5.8 billion posted in Q2, when the division grew 31% year-over-year amid strong internal demand for advanced nodes. Growth has been supported by improved yields on 18A, high-volume production of Panther Lake, and broader AI-driven product momentum, while external customer revenue remained modest at roughly $293 million. The segment continues to operate at a loss, and analysts note limited marquee design wins despite process milestones and discussions with partners such as SK Hynix. Traders will focus on whether sequential momentum persists within the company’s overall $15.8–16.8 billion revenue guide and 42% non-GAAP gross margin target.