Intel Struggles to Secure Key Customers for 18A Chip Technology
Intel's ambitions for its 18A chip technology face challenges as it struggles to sign significant customer commitments.
The 18A node, crucial for Intel’s advancement, has not yet secured interest from major players like Nvidia or AMD.
Intel’s Chief Financial Officer, David Zinsner, provided insights during a Boston conference, stating that the company is facing challenges in attracting significant business commitments. He mentioned:
“We get test chips, and then some customers fall out of the test chips… So committed volume is not significant right now, for sure.”
This information suggests a worrying trend where companies such as Nvidia and Broadcom have tested the 18A technology but have not placed any substantial orders.
In a strategic move, Intel has bet extensively on this 18A technology, marking it as central to its recovery strategy after years of setbacks.
Lastly, the involvement of Microsoft in a significant $15 billion deal with Intel to produce chips remains uncertain, as recent comments indicate that production is not yet at the desired level.
