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Intel Hardware Technology

Intel Is 'Going Big Time Into 14A,' Says CEO Lip-Bu Tan (tomshardware.com) 24

Intel CEO Lip-Bu Tan says the company is "going big time" into its 14A (1.4nm-class) process, signaling confidence in yields and hinting at at least one external foundry customer. Tom's Hardware reports: Intel's 14A is expected to be production-ready in 2027, with early versions of process design kit (PDK) coming to external customers early this year. To that end, it is good to hear Intel's upbeat comments about 14A. Also, Tan's phrasing 'the customer' could indicate that Intel has at least one external client for 14A, implying that Intel Foundry will produce 14A chips for Intel Products and at least one more buyer.

The 14A production node will introduce Intel's 2nd Generation RibbonFET GAA transistors; 2nd Gen BSPDN called PowerDirect that will connect power directly to source and drain of transistors, enabling better power delivery (e.g., reducing transient voltage droop or clock stretching) and refined power controls; and Turbo Cells that optimize critical timing paths using high-drive, double-height cells within dense standard cell libraries, which boost speed without major area or power compromises.

Yet, there is another aspect of Intel's 14A manufacturing process that is particularly important for the chipmaker: its usage by external customers. With 18A, the company has not managed to land a single major external client that demands decent volumes. While 18A will be used by Intel itself as well as by Microsoft and the U.S. Department of Defense, only Intel will consume significant volumes. For 14A, Intel hopes to land at least one more external customer with substantial volume requirements, as this will ensure that Intel will recoup its investments in the development of such an advanced node.

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Intel Is 'Going Big Time Into 14A,' Says CEO Lip-Bu Tan

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  • He also said... (Score:4, Interesting)

    by drinkypoo ( 153816 ) <drink@hyperlogos.org> on Friday January 09, 2026 @09:52PM (#65913972) Homepage Journal

    He also said they OVERdelivered on 18A

    Which they had planned to have foundry customers for and don't.

    Maybe I won't take him too seriously about 14A either.

    • Not only that - when they scrapped 20A in August 2024 and delivered arrow lake on a TSMC process, they said it was because 18A was going so well so they wanted to focus on that: https://newsroom.intel.com/opi... [intel.com] "One of the benefits of our early success on Intel 18A is that it enables us to shift engineering resources from Intel 20A earlier than expected as we near completion of our five-nodes-in-four-years plan. With this decision, the Arrow Lake processor family will be built primarily using external par
    • Intel has tried to go into foundry business two times already I think. So far they have been far to secretive about their tech stack, making them unworkable for customers. I'm not too sure about their ability to change this time either.

      However their ability to go into foundry business is going to be existential sooner or later. Without the volume, income, and experience the foundry brings there will be a hard limit to their ability to keep up with the tech race.

      • The only way they retain credibility in that business is if they become a pure foundry player, just like TSMC, and stop competing w/ their customers. But not sure what it will take to win back customer trust on that front

        Also, is it just me, or does Intel look way behind the curve? TSMC is already at 2nm, and Intel is crowing about 14nm? Maybe Intel would do better making lower end silicon, such as embedded chips

        • by iNaya ( 1049686 )
          They're crowing about 14 Angstroms. Divide by 10 for nanometers. That info is right there in THE FIRST LINE of the summary.
      • Intel should do an AMD and spin off the fabs... if they ever get them working properly.

        "Yields are adequate to address supply, but they are not where we need them to be [tomshardware.com] in order to drive the appropriate level of margins," said [Chief Financial Officer at Intel David] Zinsner.

        When AMD spun off GloFo they were working well, though becoming dated. Intel needs to get a current process up to that first part...

        • They should do the reverse. Just do Foundry work for everybody else, but drop their own projects, which are way inferior to both AMD and Nvidia. That way, their business is more assured, since every fabless semiconductor designer will always need fabs, and they'd be among the top, alongside TSMC and Samsung
  • by CommunityMember ( 6662188 ) on Friday January 09, 2026 @11:41PM (#65914110)
    For Intel to have a viable Fab story, 14A has to be successful (as will 10A). I wish them well. There was a time when Intel fabs had the best yields in the world. There is no particular reason their engineers may not be able at least return to be among the top tier (various managements might be questionable, but the engineers are still excellent).
  • by gweihir ( 88907 )

    Will not work out. Intel cannot do anymore.

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