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Another one bites the dust. According to the new Reuters report, the Intel customer foundry business could essentially abandon its important 18A node. Instead, Intel will retain 18A as an inner chip knot, such as the future Panther Lake Lake laptop and the CPU and your 14A advertisement for external customers.
If this is true, it follows the Intel wholesale 20A node withdrawal along with the limited Intel 4 and Intel 3 sets (Intel and most likely never will ever make any users in CPU nodes). When it comes to items, you have to go back to 10 Nm re -registered in Intel 7 to find a knot that the company used throughout your company and consumer chips portfolio. Meanwhile, Intel was paying the Taiwan foundry TSMC to make the processor as its Lake Lake laptop and Arrow Lake Desktop chips.
Reuters says Lip Bun Tan, the new Intel CEO, has expressed concern that its 18A node loses its attractiveness to customers. “Tan’s preliminary response to this challenge: focus on more resources on the 14A-new generation of microchip production process in which Intel hopes to have advantages compared to Taiwan TSMC,” says Reuters, adding that Intel weighed or needs, external sales and Intel “dollars to develop.”
When it comes to the exact report of Reuters, Intel has been gently adjusted by the 18A node expectations for several months. May David Zinsner, CFO of Intel, said: “We have always hoped that the predominant volume of 18A will be inner.” In fact, in the same interview, Zinsner seemed to emphasize the importance of Intel’s plans to make chips to customers.
Asked about Intel customer foundry plans, the assumption that Intel’s Fabs would break as many as 2027. And it is a tower, some of them will be packaged, some will be 18A, some of which will be the older generation, such as Intel 16. So, this is not a tone that must be out of 18a. “
So far, this remains rumored. In addition, the Reuter experience of Intel’s operations is not completely flawless. Previously, the outlet states that Intel and TSMC are working on a joint venture to launch a former FAB, something that needs to be implemented.