So, Intel Foundry might have hit the jackpot, or maybe something like that, with this 18A process thing. Apparently, there’s this big buzz from tech hotshots. Like, who would’ve thought?
Intel’s 18A Process: A Game-Changer? Maybe. Big Names Hooked!
Intel’s been kinda needing a win, for more than a few reasons. Not just money stuff, but, you know, they wanna steal TSMC’s thunder in the US. With TSMC making moves with Trump — yeah, that happened — folks are eyeing TSMC’s US sites as cool spots compared to Taiwan. Now, Intel’s got this 18A node buzzing ’cause, rumor has it (thanks, ChosunBiz), they’re chatting with NVIDIA, Microsoft, and Google. Could be a slick move against TSMC’s N2.
Intel, or Team Blue if you wanna get all sporty about it, set this 18A drama in motion at Direct Connect 2025. Big deal, right? They’re billing it as the top-of-the-line process made in the US. Heard they’re neck-and-neck with TSMC’s N2, SRAM performance and all that jazz. 18A supposedly leaps over the Intel 3 node, sorta like when you finally jump over that one fitness hurdle at the gym. Anyway, seems clients are digging it.
And now, a random pic because why not?
Turns out, all this 18A fuss also ties into a shake-up at Intel’s top level, especially with Lip-Bu Tan sliding in as the new CEO. Dude’s focused on semiconductor design automation (EDA), packaging, and foundry stuff. And, if he ditches the old "IDM 2.0" mantra, Intel might even score big on the CPU front. Who knew a CEO change could be interesting, right?
Then there’s TSMC being swamped, like a packed subway at rush hour, pushing other companies to glance Intel’s way. Feels like Intel’s in a decent spot to square off against TSMC’s 2nm. Samsung Foundry’s in the mix too, but they’re still trying to find their footing. So yeah, that’s about it for now.