Intel Expected To Land Big 14A Wins With Surprise Customers By The End of This Year

Intel’s foundry unit could land major external 14A customers by the end of the year.

UBS says NVIDIA, Apple, Google, and AMD may commit once 14A PDK 1.0 is released.

Such wins would validate Intel’s foundry turnaround and bolster its challenge to TSMC.

Intel is also leaning on EMIB packaging and its Ohio fab plans to support the advanced manufacturing push.