Intel Reconsiders 18A Chip Strategy Amid Delays, Pivots to 14A Process
Intel is weighing a strategic retreat from marketing its 18A chipmaking process to external clients due to delays and performance concerns. Under CEO Lip-Bu Tan, the company may shift focus to its next-generation 14A technology to better compete with TSMC’s advanced offerings.
Existing commitments to Amazon and Microsoft will be honored, but analysts warn that shelving external 18A efforts could result in significant financial losses. The move signals a recalibration of Intel’s foundry ambitions as it struggles to keep pace with rivals.