Intel's Big 18A Hold-Up A Smart Choice, Not Trouble
A new tale tells us Intel's much-waited 18A process node might see its big make shift to 2026 because of low yield rates. At first, this seems like a step back, but deeper info hints this may be on purpose a move from rushing goods out to aiming for near-perfect results.
The Heart of the Gossip Yields and Schedules
A piece from Hankyung points out, from people inside, that Intel might push back the big start of its 18A process to 2026. The main reason given is that current yield rates, said to be between 55%-65%, don't work for big make.
Hit Product This hits "Panther Lake," Intel's next-gen laptop CPU, set to be the key player for the 18A node.
First Plan vs. Now The first aim was to boost Panther Lake make by late 2025. This changed plan marks a big shift.
A Broader View Intel's New Way of Thinking
Here, the tale grows from just a delay to a real plan change. In old times, Intel sometimes went ahead with HVM on lower-yield processes, which could cut profits and hurt end product quality. The fresh news shows a new game under CEO Lip-Bu Tan's rule.
Quality First Holding back on HVM shows Intel now puts good work before fast results. The new rule seems to get a top yield before starting big make.
Planning for the Future This step aims to boost Intel's foundry game for good. Getting a process that truly stands up to rivals like TSMC is key to pull in outside clients and make sure internal goods are top-notch.
Why This "Hold-Up" Might Be a Win for Intel
By not rushing to pump out goods on a lesser process, Intel shows a drive for top-notch work. A well-done 18A process with good yields will lead to:
- Less Loss Better yields mean less wasted stuff and cheaper make costs.
- A Top Product A strong make process means better, more energy-saving CPUs like Panther Lake.
- A Better Foundry Name To get back market space and trust, Intel Foundry Services (IFS) needs to show its processes work well and save money. This is a must.
While doubts stay, mainly about Intel's foundry side, this planned delay isn't a sign of defeat. It suggests a more careful and smart firm, ready to face hard choices now for a stronger, more fighting future.
