NuAxiSemiconductor trade intelligence
RT NEWS: PC demand may stay weak into 1H27, but #Intel has brighter news on the manufacturing front. Its #18A costs have plunged roughly 40% since 1Q2...
What happened
A repost from TrendForce states that PC demand may stay weak into 1H27, but Intel has brighter news on the manufacturing front: its Intel 18A costs have plunged roughly 40% since 1Q26, while yields reportedly posted double-digit gains in 3Q26. The linked report also notes Intel 3 costs were cut by ~15% since 1Q and confirms that Nova Lake will use 18A-P. The source does not state the cause of the cost reductions.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Intel 18AIntel 318A-P
Intel18AIntel 3cost reductionyieldNova Lake
Source and time
Source: TrendForce Official (Market Data) · 11/1/2026 · View original source
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