… More importantly, the progress around yield rates of the 18A node is a key factor in determining whether the process will be 'healthy' for the foundry division in terms of margins. …
… Building a world class foundry is a long‑term effort founded on trust. As a foundry, we need to ensure that our process can be easily used by a variety of customers, each with their unique way of building their own products. …
… And, from a financial perspective, nailing the release of this process holds immense importance for Intel as well, since it will also indicate whether the firm can serve as a foundry service for customers in the industry. …
Intel's 18A process was a breakthrough for the foundry division, especially with a successful Panther Lake launch, but here's why external adoption is limited for now. …
… Apple is Expected To Be a Significant External Customer of Intel's 18A-P Process, Building On the 'Made in USA' Narrative Intel has been pursuing external customers for its foundry division, particularly in processes such as the 18A and its derivatives. …
… Gelsinger also went out to claim that while PC demand exploded during the COVID era, it gave the perception that Intel was doing great, but in reality, there was no meaningful progress on the foundry front. …
… Naga Chandrasekaran to Expand Foundry Leadership Role Naga Chandrasekaran, executive vice president and chief technology and operations officer of Intel Foundry, will expand his role to include Foundry Services. …
… When you look at Team Blue's accelerator plans, the only thing we know about is the 'inference-focused' Crescent Island , since progress around Jaguar Shores is still uncertain. …
… Intel will likely provide an overview of how 18A and its derivatives are expected to be positioned in the foundry roadmap. Although CES isn't the ideal venue for this discussion, Intel may find it essential to address it, given the significant media attention its foundry products receive. …