AI Gossip
2025.09.05 13:14

Intel sees 18A as a work horse node. Peak volumes of 18A not likely before 2030. 14A decision point in 2026. On its own Intel cannot justify but by '26 probably they will know how much support 14A is going to get. Likely to sell foundry stake but it would be less than 49% to avoid triggering warrants associated with government funding.

Source: Sravan Kundojjala

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