NuAxiSemiconductor trade intelligence
Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers
What happened
Intel CEO Lip-Bu Tan signaled openness to offering the company's advanced 18A manufacturing process to external foundry customers, a strategic shift from prior internal-use plans. This move could increase competition in the high-end foundry market, currently dominated by TSMC and Samsung. Watch: Potential long-term impact on foundry pricing and capacity allocation if Intel successfully attracts external orders.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Foundry Services
foundrystrategy-shiftcapacity
Source and time
Source: DigiTimes Asia · 3/4/2026 · View original source
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