US technology companies evaluate Intel's upcoming 14A process node
According to cnBeta, a Piper Sandler report (via WCCFTech) says Intel's upcoming 14A process node is being evaluated by major US tech players including Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, and Qualcomm, with a $20 billion equity offering supporting a new 14A fab planned to produce up to 20,000 wafers per month. The report notes the timing aims to convert these intentions into core foundry customers by late 2026 to early 2027, with first risk production expected in 2028 and a target to rival TSMC’s processes, while CEO Chen Liwu highlights 14A progress and the 2028 milestone.
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Key facts
- 01Major US tech companies including Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, and Qualcomm are evaluating Intel's 14A process node.
- 02A $20 billion equity offering will support a new 14A fab planned to have capacity of 20,000 wafers per month.
- 03The aim is to convert these customers into core foundry clients by late 2026 to early 2027, with the first risk production expected in 2028.
- 04The discussion includes the 14A node targeting competition with TSMC and notes the 14A's nominal 1.4 nanometer designation.
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