US EditionIntel's new CEO explores big shift in chip manufacturing business: Report
- Intel's CEO Lip-Bu Tan, who took charge in March 2025, is exploring a major shift in its chip manufacturing business by potentially stopping external sales of the 18A process.
- This move follows 2024, Intel's first unprofitable year since 1986, with a net loss of $18.8 billion amid fierce competition from TSMC and challenges in winning foundry customers.
- The 18A process, developed by Intel with novel transistor and energy delivery methods, faces dwindling appeal to outside customers, though Intel will meet existing orders for Amazon and Microsoft.
- Industry analysts estimate that halting 18A sales could lead to a write-off of hundreds of millions to billions of dollars, while Tan's strategy increasingly focuses on the next-generation 14A process to regain competitiveness.
- Tan's leadership aims to rebuild Intel's roadmap, strengthen customer trust, and improve finances, marking a significant strategic inflection amid ongoing board discussions expected as early as this month.
35 Articles
35 Articles
Intel CEO Lip-Bu Tan Weighs Ending Marketing Of Expensive Chip Manufacturing As Losses Mount And Rival TSMC Surges Ahead: Report
Intel CEO Lip-Bu Tan is reportedly considering halting external sales of the company's costly 18A chip process as losses mount and competition from TSMC intensifies, signaling a potential strategic shift toward its next-generation 14A technology.
Intel's new CEO explores big shift in chip manufacturing business
Intel's new chief executive is exploring a big change to its contract manufacturing business to win major customers, two people familiar with the matter told Reuters, in a potentially expensive shift from his predecessor's plans.
Intel plans to continue producing 18A for its own products, including its upcoming “Panther Lake” laptop chips, but 14A is seen as key to winning over big customers like Apple and Nvidia, who currently use TSMC.
Intel's New CEO Lip-Bu Tan Explores Aggressive Overhaul of Chip Manufacturing Business
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