"And we've now received a large customer prepay for 18A capacity. So now customers are getting confident enough that they're putting dollars on our balance sheet to accelerate our 18A capacity. So quite excited about that." Pat Gelsinger 8/31/2023.
Let's make a list of potential Intel 18A prepay customers:
AMD
Apple
Broadcom
Huawei
Intel
Marvell
MediaTek
NVIDIA
QCOM
Samsung VLSI
Anybody else?
And if you had to pick one who would it be?