Intel aims to regain process leadership with new 18A process, attracting big contracts and potential upside
From Nasdaq: 2025-01-09 23:06:11
Intel’s foundry business faces a pivotal moment in 2025 with the launch of its 18A process. Despite recent losses, Intel aims to regain process leadership from TSMC and Samsung. The 1.8 nm node size of the 18A process could give Intel a competitive edge. Investors should watch Intel’s progress closely.
Intel has reached key milestones with its 18A process, expecting external customers to tape out designs in 2025. The company plans to begin enterprise-scale production later in the year. Intel’s defect density figures are comparable to TSMC’s benchmarks, indicating promising progress. Rumors of yield issues with Broadcom have been refuted.
Big contracts with the U.S. Department of Defense and tech giants like Amazon and Microsoft could boost Intel’s 18A process utilization. Trump’s potential re-election could further support domestic chip production, benefiting Intel over fabless rivals like AMD and Nvidia. Intel’s focus on domestic production may attract more customers and regulatory support.
Intel stock, currently trading around $20 per share, is valued at $27 per share, according to analysts. The success of the 18A transition could drive the stock higher after a significant decline over the past year. Despite volatility, Intel remains reasonably priced, offering potential upside for investors. 1. A new study reveals that over 50% of Americans are experiencing increased levels of stress due to the COVID-19 pandemic. The study also found that 1 in 4 people reported symptoms of depression, with women being more affected than men.
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Read more at Nasdaq: How 18A Fab Process Can Help Intel Stock In 2025