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Previous industry sources suggested that NVIDIA was exploring the use of Intel’s 18A process for its gaming GPUs, according to Tom’s Hardware. Now, interest in the 18A node appears to be growing. Chosun Biz notes that Microsoft has reportedly signed a large-scale foundry deal with Intel using the 18A process, while talks with Google are also said to be underway.
Chosun Biz notes that a Microsoft deal would mark a major milestone for Intel under CEO Lip-Bu Tan, boosting its standing against TSMC and Samsung in advanced foundry.
Intel’s 18A Timeline and Enhanced Variants: 18A-P and 18A-PT
Intel’s 18A process is currently in risk production and is expected to enter volume manufacturing later this year. The company is also developing two enhanced variants of its 18A node: 18A-P, slated for launch in 2026, and 18A-PT, expected in 2028, according to TechNews. Chosun Biz notes that initial 18A-P wafers have already been introduced in Intel’s fabs.
Looking ahead, Intel is working with lead customers on its next-generation 14A node and has started sharing early 14A PDKs with key partners, according to its press release.
Intel’s U.S. Operations May Offer an Edge in the Tariff Era
Chosun Biz notes that Intel has the largest number of U.S.-based factories among foundry players, potentially offering it an advantage in mitigating tariff-related risks. The company is currently investing over USD 32 billion to build two cutting-edge fabs in Arizona, alongside an expansion of its advanced packaging facilities in New Mexico. In Oregon, Intel is also moving forward with a new 300mm logic and foundry plant. In Ohio, it has committed USD 28 billion to construct two additional factories; however, due to scheduling delays, operations are now expected to begin between 2030 and 2032.
Meanwhile, the pace of Intel’s overseas expansion is also picking up. According to Chosun Biz, in Ireland, mass production of the Intel 4 process is set to begin at Fab 34, with 3nm chip manufacturing scheduled for this year. In Israel, Fab 38 will produce high-performance chips using EUV lithography. Intel also operates an advanced packaging facility in Penang, Malaysia, the report notes.
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Chosun Biz notes that a Microsoft deal would mark a major milestone for Intel under CEO Lip-Bu Tan, boosting its standing against TSMC and Samsung in advanced foundry.
Intel’s 18A Timeline and Enhanced Variants: 18A-P and 18A-PT
Intel’s 18A process is currently in risk production and is expected to enter volume manufacturing later this year. The company is also developing two enhanced variants of its 18A node: 18A-P, slated for launch in 2026, and 18A-PT, expected in 2028, according to TechNews. Chosun Biz notes that initial 18A-P wafers have already been introduced in Intel’s fabs.
Looking ahead, Intel is working with lead customers on its next-generation 14A node and has started sharing early 14A PDKs with key partners, according to its press release.
Intel’s U.S. Operations May Offer an Edge in the Tariff Era
Chosun Biz notes that Intel has the largest number of U.S.-based factories among foundry players, potentially offering it an advantage in mitigating tariff-related risks. The company is currently investing over USD 32 billion to build two cutting-edge fabs in Arizona, alongside an expansion of its advanced packaging facilities in New Mexico. In Oregon, Intel is also moving forward with a new 300mm logic and foundry plant. In Ohio, it has committed USD 28 billion to construct two additional factories; however, due to scheduling delays, operations are now expected to begin between 2030 and 2032.
Meanwhile, the pace of Intel’s overseas expansion is also picking up. According to Chosun Biz, in Ireland, mass production of the Intel 4 process is set to begin at Fab 34, with 3nm chip manufacturing scheduled for this year. In Israel, Fab 38 will produce high-performance chips using EUV lithography. Intel also operates an advanced packaging facility in Penang, Malaysia, the report notes.
[News] Intel 18A Reportedly Lands Major Deal with Microsoft; Google and NVIDIA Said to Be in Talks | TrendForce News
Previous industry sources suggested that NVIDIA was exploring the use of Intel’s 18A process for its gaming GPUs, according to Tom’s Hardware. Now, in...
www.trendforce.com
