According to one analyst, Intel's 14A process node is the 'real deal'
According to one analyst, Intel's 14A process node is the 'real deal'
Story by Jeremy Laird • 19h
Is the tide finally turning for Intel? After news that the chip maker has convinced Apple to make its "M" branded silicon at Intel's foundry, and data showing that Intel Arc GPUs have established a (tiny) foothold in the graphics market, comes a comment from a leading industry analyst. Patrick Moorehead claims Intel's upcoming next-gen 14A node is the "real deal."
Moorhead is the eponymous boss of Moor Insights and Strategy, a former chip executive and now leading analyst and talking head on countless podcasts and TV news segments.
In an analyst note this week, Moorhead first said he was "bullish" about Intel's new 18A node, which is in production now and will first be seen in January underpinning Intel's next-gen Panther Lake CPUs. He then explained why things are also looking up for 14A.
"From everything I’ve seen—and all the Intel customers I’ve talked to—I’m very confident that Intel will use 18A to successfully produce tens of millions of leading-edge chips in the Panther Lake family and beyond in the near term. I believe 18A can stack up against any production node in its class in the world, so it really is getting Intel back to industry leadership," Moorhead says.
The thing is, 18A isn't just a promising node in its own right, according to Moorhead. It's laying the foundations for what could be an even more important node for Intel, 14A.
"That’s further toward the horizon for volume production," Moorhead says of 14A. "But it has an increased likelihood of success because of the great work already done on 18A and 18A-P. Intel customers I’ve talked with who have seen this one say that 14A is the real deal."
Intel itself has shifted emphasis in recent months away from 18A and toward 14A in terms of its customer foundry business. That's the new arm of Intel the company hopes will produce chips for customers, just like Taiwanese mega foundry TSMC.
CEO Lip Bu Tan has even implied that 14A is now the node that everything hinges on. "If we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis.
"In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects," Tan said in July.
Well, on the strength of this latest report, it's presumably all steam ahead with 14A. Of course, Intel still has plenty to prove. It seems like years since we were told Intel would be returning to technological leadership with its chip manufacturing. Actually, it has been years.
In theory, that wait ends early next year. Moorhead also said, "I believe 18A can stack up against any production node in its class in the world, so it really is getting Intel back to industry leadership."
If Intel really can turn things around, it will be one of the great corporate comebacks. So, pencil "Intel is back" into your diaries for January and pull up a chair for the first episode. Whatever happens in this saga, it surely won't be dull.
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PS
4Q25 on market flooded with EXE/NXE/ArFi chips.
XT: 260 and HMI cake frosting...that adds to Litho demand.
With all in Village adding to Productivity.
:-) |
