On August 5, Reuters reported, based on information from two reliable sources, that Intel had placed significant hopes in a production process known as 18A, with the aim of securing manufacturing orders and reestablishing its dominance in the production of high-end, high-margin chips. However, during testing of this new technology, the 18A process has encountered substantial quality challenges. For several months, Intel has assured investors of its plans to expand chip manufacturing using the 18A process, investing billions of dollars in this endeavor, including the construction or upgrade of factories, with TSMC as its benchmark. Nonetheless, early test results from last year left customers disappointed, and since the end of last year, only a fraction of the Panther Lake chips produced through the 18A process have met quality standards and become available for customer use. This yield data indicates that Intel may face difficulties in achieving profitable production of high-end laptop chips in the immediate future.
