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Could Intel's 14A be delayed due to 18A’s poor customer traction, no major new foundry clients announced at Intel Foundry Direct Connect 2025, financial losses, and bureaucratic hurdles? TSMC’s lead and Intel’s cautious High-NA EUV approach further slowing progress, pushing competitive foundry ambitions to 2027, or beyond.
Intel covered this at the event last month. For me, Intel 18A is a proof point for the foundry business. If Intel wants to be in the foundry business 14a cannot be delayed. It needs to be on par with the TSMC 16A timeline but hopefully with better PPA. I would not bet on the first foundry version of 14A having HNA-EUV, delivering 14A on time is much more important if Intel Foundry wants to catch a whale, absolutely.
Intel covered this at the event last month. For me, Intel 18A is a proof point for the foundry business. If Intel wants to be in the foundry business 14a cannot be delayed. It needs to be on par with the TSMC 16A timeline but hopefully with better PPA. I would not bet on the first foundry version of 14A having HNA-EUV, delivering 14A on time is much more important if Intel Foundry wants to catch a whale, absolutely.
Intel covered this at the event last month. For me, Intel 18A is a proof point for the foundry business. If Intel wants to be in the foundry business 14a cannot be delayed. It needs to be on par with the TSMC 16A timeline but hopefully with better PPA. I would not bet on the first foundry version of 14A having HNA-EUV, delivering 14A on time is much more important if Intel Foundry wants to catch a whale, absolutely.
It is more real to count the effective capacity (considering fab and probe or FT yield). Is the IFS capacity built for 18A and 14A available in public?
Could Intel's 14A be delayed due to 18A’s poor customer traction, no major new foundry clients announced at Intel Foundry Direct Connect 2025, financial losses, and bureaucratic hurdles? TSMC’s lead and Intel’s cautious High-NA EUV approach further slowing progress, pushing competitive foundry ambitions to 2027, or beyond.
First floated in 2021, the 2nm-class node was meant for top-shelf CPUs and GPUs, but with delays to its follow-up 14A node, Intel is now rejigging 18A to cover more ground.
Chipzilla’s CEO Lip-Bu Tan leans into realism Troubled Chipzilla is stretching its long-promised 18A process into two new variants aimed at feeding the AI beast and mainstream punters. First floated in 2021, the 2nm-class node was meant for top-shelf CPUs and GPUs, but with delays to its...
Ultimately it comes down to the economics of the node.
If 18A doesn’t have enough volume to pay off the capex in 3-5 years, then the only way to make the numbers work is to try and drag out the life of the node. But then the next node is delayed and Intel will have an even bigger problem at 14A.
