Intel is preparing for its 14A node to be entirely directed towards external customer adoption; however, this decision would likely drive up the foundry's expenditures.
Intel's 14A Success Would Require a Massive Increase in Production Capacity, Which Would Drive Up Expenses
Intel Foundry has been under the market spotlight for several months now, particularly with the expansion of America's chip supply chain. There's no doubt that Team Blue is currently producing the 'world's most advanced' node in the US, the 18A. Based on what Intel's Vice President, John Pitzer, has disclosed, it appears that Intel has massive confidence in the 14A process. Speaking at the 2025 RBC Capital Markets conference , Pitzer reiterated the company's commitment to being externally driven, but also discuss

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