Morgan Stanley reports Intel 18A yield at 50%

[Fred Chen]

Technology analyst Jukan pointed out on social media that, according to a report issued by Morgan Stanley, Intel's 18A process (compared to TSMC's 2nm) has a yield rate of only 50%, and the company is currently working hard to improve its yield level. The report indicates that customers have a high level of interest in Intel's foundry services, but progress in actually winning customers remains limited.

In contrast, demand for Intel's advanced packaging EMIB is extremely strong, primarily from MediaTek, Trainium (AWS's custom ASIC), and other customers looking for alternatives to TSMC.

傻眼了！摩根士丹利揭英特爾18A良率只有「這麼多」 - 自由財經

〔財經頻道／綜合報導〕科技分析師Jukan在社群平台上指出，根據摩根士丹利出具的報告，英特爾18A製程（對標台積電2奈米）良率僅50%，目前正持續努力提升良率水準，報告指，客戶對英特爾代工服務的

ec.ltn.com.tw

 

[siliconbruh999]

Technology analyst Jukan pointed out on social media that, according to a report issued by Morgan Stanley, Intel's 18A process (compared to TSMC's 2nm) has a yield rate of only 50%, and the company is currently working hard to improve its yield level. The report indicates that customers have a high level of interest in Intel's foundry services, but progress in actually winning customers remains limited.

In contrast, demand for Intel's advanced packaging EMIB is extremely strong, primarily from MediaTek, Trainium (AWS's custom ASIC), and other customers looking for alternatives to TSMC.

傻眼了！摩根士丹利揭英特爾18A良率只有「這麼多」 - 自由財經

〔財經頻道／綜合報導〕科技分析師Jukan在社群平台上指出，根據摩根士丹利出具的報告，英特爾18A製程（對標台積電2奈米）良率僅50%，目前正持續努力提升良率水準，報告指，客戶對英特爾代工服務的

ec.ltn.com.tw

someone posted this on twitter below the tweet

 

[NY_Sam2]

could be wrong, just an educated guess, Intel 18A, 3x2 or 3x5 dies per field?

 

[Fred Chen]

someone posted this on twitter below the tweet
View attachment 4674

It was the same with the 7%/month. Probably safest to assume yield dominated by Panther Lake (~114 mm2).

 

[Xebec]

Is the source Reuters?

 

[Fred Chen]

Interesting comment from CFO here at Morgan Stanley conference back in March: https://ca.investing.com/news/trans...-strategic-shifts-and-challenges-93CH-4495199

"As you might imagine, you know, when you’re, when you’re trying to like lock yields down and get on a kind of a steady path, you somewhat give up on the throughput a little bit to make sure that you’re delivering yield. Our days per mask layer, kind of how we measure it, you know, has kind of eked up a little bit, just to get the yields to start to follow along the right progression. Now that we’re there, I think looking at days per mask layer and trying to shrink that, I think makes a lot of sense."