Intel Foundry is way behind TSMC, but the goal is #2 by 2030

[KevinK]

They are from discussions with Gemini 3. I have no idea how accurate they are, but looking from a distance they may seem reasonable? If you have more detailed insight do not hesitate to comment on this and Gemini's A

I find Perplexity far better at research with reasoning, including intelligent curation, culling, content integration and attribution of sources. From a single query

Intel has not disclosed any public figure for how many finished 14A wafers it has produced, and current information indicates it is not yet in volume production.[1][2][3]

### Status of 14A

- 14A is still a future node: Intel and external reporting place 14A production readiness and risk/high‑volume production in the 2027–2028 timeframe, not 2025–2026.[2][3][1]
- Today, 14A activity appears limited to process development and early PDKs for customers rather than commercial wafer shipments.[4][5][1]

### High‑NA and wafer counts you may have seen

- Intel has stated that its High‑NA EUV pilot line has processed on the order of 30,000 wafers per quarter on early tools, but these wafers are for R&D and early High‑NA process work, not reported as “finished 14A product wafers.”[6][7][8]

Given this, any specific number for finished 14A wafers would be speculative; the only public data is about High‑NA R&D wafer throughput, not completed 14A product output.[7][8][6]

Sources
[1] Intel makes sharp reversal, is 'going big time into 14A,' says CEO Lip ... https://www.tomshardware.com/tech-i...customer-well-remark-hints-at-external-client
[2] Intel's Make-or-Break Foundry Moment Arrives This Year https://finance.yahoo.com/news/intels-break-foundry-moment-arrives-135500944.html
[3] 'We can't completely vacate the client market' says Intel amid wafer ... https://www.tomshardware.com/pc-com...ll-on-track-for-late-2026-release-14a-in-2028
[4] Intel Reclaims the Silicon Throne: 18A Hits High-Volume Production ... https://markets.financialcontent.co...production-as-14a-pdks-reach-global-customers
[5] Intel Foundry In 2026: An Inflection Point? - Forbes https://www.forbes.com/sites/greatspeculations/2026/01/09/intel-foundry-in-2026-an-inflection-point/
[6] High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining ... https://newsletter.semianalysis.com/p/spie2025
[7] Is Intel Keeping a (Wonderful) Secret From the Market Regarding Its ... https://www.nasdaq.com/articles/intel-keeping-wonderful-secret-market-regarding-its-18a-node
[8] [News] Intel Rumored to Purchase more ASML High-NA EUV ... https://www.trendforce.com/news/202...-to-purchase-more-asml-high-na-euv-equipment/
[9] Intel has just 18 months to 'land a hero customer on 14A' or ... - Reddit

https://www.reddit.com/r/pcmasterrace/comments/1meietp/intel_has_just_18_months_to_land_a_hero_customer

[10] Intel CFO confirms that 14A will be more expensive than 18A due to ... https://finance.yahoo.com/news/intel-cfo-confirms-14a-more-161002260.html
[11] Intel's Foundry Updates: 18A Risk Production, New 14A Process https://www.nasdaq.com/articles/intels-foundry-updates-18a-risk-production-new-14a-process
[12] Intel Confirms 14A Wafer Capacity Expansion Only ... - YouTube

[13] Intel installs industry's first commercial High-NA EUV lithography tool https://finance.yahoo.com/news/intel-installs-industrys-first-commercial-122500185.html
[14] Intel's 2026: A Year of Truth for Its Manufacturing Tech - LinkedIn https://www.linkedin.com/posts/jeff...al-year-for-activity-7369541537694756865-7G9A
[15] Intel Puts The Process Horse Back In Front Of The Foundry Cart https://www.nextplatform.com/2025/0...cess-horse-back-in-front-of-the-foundry-cart/

 

[MKWVentures]

Thanks a lot for your feedback. I'm not sure if Gemini is only an advanced google search summarizer. It seems to some "reasoning & thinking" and I'm playing with it now to get some feeling for the position of TSMC versus INTEL as a foundry operator.

Roughly Gemini estimates the relative EUV machines shipped to TSMC : Samsung : Intel = 180 : 67 : 42
This may be totally wrong, but I am very intrigued if people in this community could confirm this or that these estimates are perhaps correct within say 20%.

Anyway, I'm still quite impressed with Gemini and many thanks for any feedback!

If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations. They can track how much revenue went from Netherlands to Taiwan and in the US it is separated by state. In China it is separated by province. when I checked this vs my contacts, it was very accurate and it is public information but it takes some skill to summarize it.

That said, your ratio seems pretty good. Intel has a much smaller number of EUV tools in actually production fabs (34/52).

just remember: AI summarizes the Internet. SOMETIMES the internet is not correct. Actual Intelligence reviews internet reports to see if they are confirmed with other sources and make sense.

 

[siliconbruh999]

That said, your ratio seems pretty good. Intel has a much smaller number of EUV tools in actually production fabs (34/52).

they must have few in oregon as well it's the mother fab that handles all the initial stuff