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Intel 18A Status Update: First Chips Booting, First External Customer Tape-Out in H1’25
by Ryan Smith on August 6, 2024 11:01 AM EST Following Intel’s painful Q2 earnings call and the announcement of their 2025 cost reduction plan last week, it has become increasingly evident that Intel’s future is in the hands of their foundry group. Between Intel’s IDM 2.0 initiative and their internal chip production plans, all roads lead back to Intel retaking – and retaining – fab process leadership.
To that end, we’re going to see Intel deliver a lot of status updates on 18A over the next year as they continue to outline to investors and external customers alike that they have the manufacturing side of their business in order. Similarly, Panther Lake’s DDR memory controller (a complex block mixing logic with a PHY) is already running at its target frequency. For Intel, getting an external PDK out for a leading-edge process node is no small feat, as the company has spent decades operating its fabs for the benefit of its internal product design teams.
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