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Intel has a Pretty Big Problem..


Intel 18A yield is now less than 20-30% compared to 10% a few months ago, still a long way to reach 50-60%+ for mass production target for H2 2025. Very doubtful if we will see Panther Lake launch in H2 2025 on Intel 18A or delay further into 2026 or it could be switch to TSMC?

But will 18a rust?

You have to keep in mind that Intel will be able to operate internally at lower yields and still run at lower costs than manufacturing compared to using TSMC. Intels bigger problem is coming up with some competitive new architectures that are actually worth producing.
 
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