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Intel 18a

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Intel 18A's BSPDN Leap Wins Tech Edge but Delays Customer Adoption
technology17 days ago

Intel 18A's BSPDN Leap Wins Tech Edge but Delays Customer Adoption

Intel’s 18A process introduces Backside Power Delivery Network (BSPDN) along with PowerVia and RibbonFET, freeing front-side real estate and boosting power efficiency, but its ground‑up impact on chip design makes external adoption slow. Industry observers expect wider uptake only later in the decade (around 2027), with 14A‑class nodes a more likely external path, though Intel’s early lead still gives it a competitive edge over rivals like TSMC.

Intel Sees Flat 2025 Revenue as AI Push Accelerates 18A Ramp
business1 month ago

Intel Sees Flat 2025 Revenue as AI Push Accelerates 18A Ramp

Intel reported Q4 2025 revenue of $13.7B (down 4% YoY) and full-year revenue of $52.9B (flat YoY after Altera deconsolidation), with Q4 GAAP EPS of -$0.12 and non-GAAP EPS of $0.15; full-year GAAP EPS -$0.06 and non-GAAP EPS of $0.42. For Q1 2026, the company guides revenue of $11.7–$12.7B and GAAP EPS of -$0.21 (non-GAAP $0.00). The company highlighted progress on the Intel 18A process and AI-focused products, announced a Cisco collaboration on distributed AI, completed the sale of $5B in Intel stock to NVIDIA, and noted near-term supply tightness before improving in Q2 and beyond.

"Nvidia's Latest AI Chip Unveiling Shakes Up Market Dynamics"
technology1 year ago

"Nvidia's Latest AI Chip Unveiling Shakes Up Market Dynamics"

Nvidia's unveiling of its latest AI chip, built on the new Blackwell architecture, is great news for Intel as it uses a custom version of the 4NP process node from TSMC, rather than the more advanced 3nm-class nodes. This suggests TSMC's struggles with its 3nm nodes, potentially opening the door for Intel's nascent foundry business and its upcoming Intel 18A process, which features backside power delivery technology. With TSMC facing production challenges, Intel may have an opportunity to gain market share over the next few years.