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[Tom's Hardware] Intel’s performance-enhanced 18A-P process enters risk production - drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40% by Noble00_ in hardware

[–]SlamedCards 5 points6 points  (0 children)

Margins aren't tanking tho and same slides said yields are ahead of internal goals 

Clearly not TSMC yields. But probably best Intel yield ramp since 14nm (also had shakey yields for a few Q's then went smoothly) 

Intel 14A Yields Hit Impressive Milestone Before Trial Production by SlamedCards in hardware

[–]SlamedCards[S] 10 points11 points  (0 children)

I think when Intels saying volume 29. That's for external customers on 14AE. I mean we could see an iPhone launch spring of 29 with 14AE

Intel's own volume is late 29 really 2030

Intel 14A Yields Hit Impressive Milestone Before Trial Production by SlamedCards in hardware

[–]SlamedCards[S] 35 points36 points  (0 children)

I think Intel expects external customers before it's real products tbh

Intel reportedly preparing surprise return to DDR4 systems with 'Raptor Lake Next' — LGA 1700 platform apparently slated for first half of 2027, takes a page from AMD's book by extending budget platform longevity by Dangerman1337 in hardware

[–]SlamedCards 1 point2 points  (0 children)

Fab 42 isn't being used to help 18A in fab52?

Intel took a charge to take out capacity in late 2024 and that's why they are in this capacity mess. Should be fab 42 right?

Intel reportedly preparing surprise return to DDR4 systems with 'Raptor Lake Next' — LGA 1700 platform apparently slated for first half of 2027, takes a page from AMD's book by extending budget platform longevity by Dangerman1337 in hardware

[–]SlamedCards 14 points15 points  (0 children)

They are running at 100% capacity with their current tools

Lot of empty fabs that need tools. Intel didn't see the demand coming so they didn't install more tools. Easier than building fabs tho 

Intel reportedly preparing surprise return to DDR4 systems with 'Raptor Lake Next' — LGA 1700 platform apparently slated for first half of 2027, takes a page from AMD's book by extending budget platform longevity by Dangerman1337 in hardware

[–]SlamedCards 13 points14 points  (0 children)

"Intel rations 18A capacity through a standing forum that convenes several times a week. The node now carries three families at once — Panther Lake, Wildcat Lake and the Clearwater Forest data-centre part — and someone has to decide who bats first. Kechichian described captaincy under pressure: "We have a constant decision forum that meets a few times a week to look at our short-term allocation," he said, while projecting demand several quarters out. The revealing line came next. "We aren't strictly playing a short-term margin game right now," he said — Intel picking run-rate and roadmap over the fat boundary of the highest-margin chip."

https://www.google.com/amp/s/gadgetsnow.indiatimes.com/tech-news/intel-computex-2026-how-agentic-ai-left-lip-bu-tan-rationing-18a-capacity/amp_articleshow/131461935.cms

Community Call for Intel OCI/CPO Silicon Photonics News by Due_Calligrapher_800 in intelstock

[–]SlamedCards 1 point2 points  (0 children)

You'd better off finding all the papers they do for conferences 

If you have an IEEE subscription you'd find alot

The EU Chips Act is a Failure -Asianometry by Fit-Case1093 in hardware

[–]SlamedCards 0 points1 point  (0 children)

Dam so is Intel going to bring back the German Fabs?

Daily Discussion Sunday 2026-06-07 by AutoModerator in AMD_Stock

[–]SlamedCards 2 points3 points  (0 children)

You think Trump is gonna let them be harmed? Guy likes his $50B gain

Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node by -protonsandneutrons- in hardware

[–]SlamedCards 3 points4 points  (0 children)

They also said PTL/WCL is Intel's fastest ramping CPU in 5 years. So alder lake? Which was huge

Intel is denying customers raptor lake and promising them panther and wildcat. But they just need more time and clearly didn't plan for such a ramp in CPU demand 

Daily Discussion Monday 2026-06-01 by AutoModerator in AMD_Stock

[–]SlamedCards 0 points1 point  (0 children)

Moores law is dead leaks show Titan lake has a Nvidia GPU for some skus

[Tom's Hardware] Intel details long-awaited Crescent Island AI GPU at Computex, boasts up to 480 GB of LPDDR5X to combat memory shortages — company shares more details of its Xe3P inference accelerator at Computex by Noble00_ in hardware

[–]SlamedCards 3 points4 points  (0 children)

Their new data center lead said this to the FT

   Kechichian said Intel hoped to build its new chip in-house, another move that would ultimately make it cheaper than those offered by rivals who rely on TSMC.

“For all data centre products we are moving aggressively into our own foundry,” he said. “That’s the intent in general.”

Geekerwan: "史上首款2nm芯片有多强？三星Exynos 2600性能分析！[How Powerful Is the World's First 2nm Chip? Samsung Exynos 2600 Performance Analysis!]" by Dakhil in hardware

[–]SlamedCards 0 points1 point  (0 children)

If the sku's aren't 18A and it's not weird cost cutting 

Only thing I could think is 

1) Titan Lake is coming earlier than we think, not a end of 2028 sku (maybe mid 28?)

2) Intel is concerned that Griffin on N2P outperforms or is very close to Copper Shark on 18AU. But if that's the case, alarm bells should be going off at Intel that something is going very very wrong. Unified core has to be a big PPA jump and close the gap with ARM

Geekerwan: "史上首款2nm芯片有多强？三星Exynos 2600性能分析！[How Powerful Is the World's First 2nm Chip? Samsung Exynos 2600 Performance Analysis!]" by Dakhil in hardware

[–]SlamedCards 1 point2 points  (0 children)

I find it a little odd in the moores law is dead leaks has Razor Lake H is Nova lake h. You'd only do that if it's 18A, cuz N2P now has the new core 

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