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Intel 14A risk production in 2028, HVM in 2029: Lip-Bu Tan at CISCO AI Summit 3 Feb 2026

user nl

user nl

Well-known member
Nice to see LBT speak about IF at CISCO AI summit yesterday, he starts around 48 minutes:


It seems no more uncertainty about 14A, it will ramp.......
 
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siliconbruh999 said:
So they said Risk Production was 2027 in the IFS Connect 2025 now it's 2028 are they moving timelines?
www.trendforce.com

[News] Intel Ramps Up Foundry Race: 14A Risk Production in 2027; 18A Variants Drop in 2026 and 2028

Shortly after TSMC announced plans to mass-produce A14 in 2028, Intel appears ready to compete with an aggressive roadmap for 14A and 18A. According t...
www.trendforce.com www.trendforce.com
Click to expand...
That's what LBT says at 51:40

LBT clearly has two major concerns regarding 14A, the variability of the yield and the IP availability. It seems they simply need more time to get that in a better shape. He only wants 5 or 10% of a major product of early customers for 14A to commit to that so that he can get the trust of those companies.

So perhaps Apple, NVIDIA, Microsoft will commit to some small wafer orders to be manufactured in 2029........He will not give the names of the intended customers that he hopes will sign purchase agreements in H2-2026

Will be interesting to see if TSMC now goes full in on A14, scheduled for HVM in 2028?

1770204937960.png
 
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