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At Cisco's AI Summit this month, Intel CEO Lip-Bu Tan announced that Intel's 14A node will be in risk production in 2028 and volume production in 2029, representing a 1 year slip from prior disclosures of a 2027 risk production start date. The would bring them in line with Samsung's SF1.4 that was delayed to 2029, with both now coming after TSMC's denser A14 node that enters production in 2028. However, Lip-Bu may have been referring to external foundry timelines with more conservative messaging to underpromise and overdeliver.
Below are the timelines for each node showing Intel Foundry's execution issues and delays over the last decade and their habit of overpromising and underdelivering.
At this rate, we may have to wait as late as 2030, the next decade, to buy products on 14A, 4 years after 18A.
P1272 14nm Broadwell 2014
P1274 10nm Ice Lake 2019
P1276 Intel 4 Meteor Lake 2023
P1278 Intel 18A Panther Lake 2026
P1280 Intel 14A 2029/2030 products
That's 5 Nodes in 16 Years!
As I said in Linked in.... It was never coming in 2027. 18A doesnt even fill one fab until 2027. Even Intel Products (IF they do them on 14A) are not coming in 2027.
Right now there are no committed customers. Lets get a customer before we worry about ramp timing. Hopefully Q3 2026 commitment?
Ask Intel what the production wafer start volume is on 18A in Fab 52.
