Since March, Tan has focused on reducing costs and finding new ways to restore the company. Already in June, he began to give doubts about the attractiveness of 18a for customers because he wrote in the media. Refusing to sell this technology can lead to major financial losses – analysts estimate them as hundreds of millions or even billions of dollars.
The decision has not been made yet – Intel will offer possible options for the board of directors in July, and the final decision is expected in autumn. Even if the company rejects the mass production of 18A, the improved versions of the Amazon, Microsoft and Panther Lake laptop processors in 2025 will launch and improved versions of 18a-18a-P and 18A-PT were planned for 2026 and 2028.
The new Tan strategy is to focus on the 14A technology in which Intel hopes to successfully compete with TSMC and attract large customers such as Apple and Nvidia.
Source: Ferra
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