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Analyst Insight: Intel's 14A Process Advancement Faces Short-Term Uncertainty and Delayed Mass Production
1 week ago /
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Author：小编
On July 25, Intel CEO Pat Gelsinger unveiled the company's pursuit of advanced 14A process technology, designed to enhance chip efficiency. Nonetheless, this technology is not anticipated to enter mass production until the latter half of this decade, with the timeline contingent on a key external customer's willingness to share the associated costs. Analysts at JPMorgan Chase caution that customer adoption of 14A technology could take between 18 to 24 months, posing significant short-term uncertainty for Intel's foundry and AI roadmap. Concurrently, Intel's market share in PC client and server segments risks further erosion by AMD, and the company faces ongoing cash burn challenges.
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