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Intel Shifts Focus from 18A to 14A Technology Amid Competitive Pressures

Jul 3, 2025 (12 days ago)
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Intel Shifts Focus from 18A to 14A Technology Amid Competitive Pressures
Intel considers ending 18A process marketing to focus on 14A technology, aiming to better compete with TSMC and attract clients like Apple and Nvidia.

Transition from 18A to 14A Technology

  • Intel CEO Lip-Bu Tan is considering ending marketing of its 18A process to new foundry clients, due to struggles in winning external customers2
  • The company plans to accelerate development of its 14A node to enhance competitiveness and court major clients like Apple and Nvidia2

Financial Implications of the Shift

  • If Intel shelves external sales of 18A and its 18A-P variant, it could result in a one-time write-off of several hundred million to potentially over a billion dollars2

New Product Launch: AI-Enhanced ePaper Touchpad

  • Intel has collaborated with E Ink Holdings on a groundbreaking ePaper touchpad solution, potentially boosting its transformation efforts3
  • This innovation aligns with Intel's focus on AI and structural transformation, though benefits may take time to materialize3
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