Intel 18A Process May Open to External Use

According to reports, Intel CFO David Zinsner revealed that CEO Lip-Bu Tan is re-evaluating the role of Intel's 18A (1.8nm) process technology. Originally intended for internal use, the company now sees potential to offer this advanced node to external customers.

This shift suggests a notable adjustment in Tan's turnaround strategy announced last year. At that time, he believed the Intel 18A process—heavily invested in by former CEO Pat Gelsinger—would only deliver reasonable returns if applied to Intel's own products. Zinsner noted, "Tan initially planned Intel 14A (1.4nm) as the standard fab node, reserving Intel 18A solely for internal applications. However, as the technology progressed, he recognized that this node could also provide value externally."

Earlier reports highlighted low yields for chips manufactured on Intel 18A, limiting deliveries. Intel now says yields are steadily improving month by month, a key factor in boosting profitability.

Since Tan took over as CEO, Intel has undergone major reforms. In 2025, to meet challenges in the AI sector, the company reduced its workforce by roughly 20% while maintaining its wafer foundry operations and seeking new opportunities for the next-generation 14A process. Driven by broader industry trends, Intel's stock has recently risen about 6%.