Is Intel 迎来转机？ Report: 18A chips may be adopted by major companies like Nvidia and Broadcom

Intel's foundry business, which once faced difficulties, may be 迎来 a key turning point.

On April 25, according to technology media WccFtech, Intel's upcoming mass production of the cutting-edge process technology Intel 18A has not only gained internal product adoption but also secured foundry orders from several ASIC manufacturers, including Nvidia and Broadcom.

Reports indicate that supply chain insiders have expressed optimism about Intel 18A.

Analysts believe that the success of the 18A process technology could be crucial for Intel's foundry business turnaround, especially given that the company expects a decline in foundry revenue in its latest financial report.

18A Process Attracts Widespread Attention from Industry Giants

The report points out that Intel's 18A process is attracting widespread attention from industry giants. ASIC manufacturers like Nvidia and Broadcom have already begun collaborating with Intel for 18A process sample testing. So far, the feedback has remained positive.

Intel is working with Nvidia, Broadcom, Faraday Technology, IBM, and several other partners to ensure that Intel 18A meets industry standards. This clearly indicates that 18A has sparked significant interest in the industry.

Considering that top tech giants like Nvidia are seeking to diversify their supply chains and are more interested in domestic supplies, Intel's foundry could become an important partner for Nvidia.

According to reports, Intel itself will become the main adopter of the 18A process technology, planning to achieve a "70% self-sourced node adoption rate" in its products. This indicates that Intel's ambitions in vertically integrating its supply chain are being realized.

Notably, the Nova Lake computing module will not be fully outsourced to TSMC, and Intel's 18A is likely to play a role in it, demonstrating Intel's confidence in its internal manufacturing.

18A Process May Be Key to Intel's Foundry Business Turnaround

Wall Street Insight previously mentioned that Intel's latest financial report shows that despite exceeding expectations in the first quarter, the outlook for the second quarter is bleak, and the company has also lowered its full-year capital expenditure target.

Intel's new CEO Pat Gelsinger stated, "The first quarter is a positive starting point, but we clearly recognize that regaining market share and achieving sustainable growth is not an overnight task."

Although Intel's foundry business revenue grew by 7.1% year-on-year in the first quarter, reaching $4.67 billion, exceeding the market expectation of $4.3 billion, Intel anticipates a decline in foundry revenue due to constrained 7nm chip capacity.

In this context, whether the 18A process can achieve mass production on schedule and gain market recognition will be a key turning point for the future development of Intel's foundry business