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[News] Intel Reportedly Reconsiders 18A for External Use, Hinting EMIB Could Generate Billions by 2H26

What happened

Intel's CFO indicated the company is reconsidering offering its 18A node to external customers, potentially including Apple, and expects EMIB packaging to generate billions in revenue starting 2H26. This strategic pivot hinges on continued yield improvements for 18A and customer adoption of its packaging technology. Watch: Potential demand shift for Intel's foundry and packaging services, but contingent on execution and yield progress.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

Foundry ServicesAdvanced Packaging

Intel Corporation

foundrycapacitypackagingyield

Source and time

Source: TrendForce · 3/4/2026 · View original source

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[News] Intel Reportedly Reconsiders 18A for External Use, Hinting EMIB Could Generate Billions by 2H26

What happened

Impact and signal

Affected components and suppliers

Source and time

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