{"id":854988,"date":"2025-01-20T06:25:13","date_gmt":"2025-01-20T06:25:13","guid":{"rendered":"https:\/\/www.electronicsweekly.com\/?p=854988"},"modified":"2025-01-18T14:14:24","modified_gmt":"2025-01-18T14:14:24","slug":"intels-process-tech-catch-up-looks-unlikely","status":"publish","type":"post","link":"https:\/\/www.electronicsweekly.com\/news\/business\/intels-process-tech-catch-up-looks-unlikely-2025-01\/","title":{"rendered":"Intel\u2019s process tech catch-up looks unlikely"},"content":{"rendered":"<p>Intel\u2019s hopes of overtaking TSMC in process technology this year or next year have taken a knock after a TSMC statement about its A16 process from CEO C.C.Wei that: \u201cVolume production is scheduled for second half 2026.\u201d<\/p><div class=\"elect-content\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-35416706\"><div id=\"x02\">\r\n<script type=\"text\/javascript\"> if ($(window).width() <= 768) { googletag.display('x02'); } <\/script>\r\n<\/div>\r\n<\/div>\n<p>Meanwhile, rumours are resurrected about a takeover.<\/p><div class=\"elect-test\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-1050788345\"><div id=\"DFP-EW-InRead1\">\r\n<script type=\"text\/javascript\"> if ($(window).width() > 768) { googletag.display('DFP-EW-InRead1'); } <\/script>\r\n<\/div>\r\n<BR>\r\n<\/div>\n<p>Intel hopes to start to ramp its 18A process at its Oregon development fab in H2 2025 which would suggest it will not be in volume production until 2026, while TSMC says it will be in high volume production on its equivalent N2 process in H2 2025.<\/p><div class=\"elect-post-content-2\" style=\"margin-left: auto; margin-right: auto; text-align: center; \" id=\"elect-675032111\"><div id=\"DFP-EW-InRead1-Mobile\">\r\n<script type=\"text\/javascript\"> if ($(window).width() <= 768) { googletag.display('DFP-EW-InRead1-Mobile'); } <\/script>\r\n<\/div>\r\n<\/div>\n<p>Intel\u2019s next process after 18A, 14A, is being developed using High-NA EUV at Oregon. There have been no recent projections about when, or if, 14A will be production-ready.<\/p>\n<p>TSMC&#8217;s A16 is equivalent to Intel\u2019s 14A and set to deliver an improvement over N2 of 8-10% in speed<img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-855013 size-thumbnail\" title=\"Intel\u2019s process tech catch-up looks unlikely\" src=\"https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2025\/01\/17155115\/IMG_0623-1-150x150.webp\" alt=\"Intel\u2019s process tech catch-up looks unlikely\" width=\"150\" height=\"150\" srcset=\"https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2025\/01\/17155115\/IMG_0623-1-150x150.webp 150w, https:\/\/static.electronicsweekly.com\/wp-content\/uploads\/2025\/01\/17155115\/IMG_0623-1-70x70.webp 70w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/> and 7-10% density. When A16 is in high volume production next year, \u00a0Intel could be a generation behind.<\/p>\n<p>With hindsight, Intel\u2019s problems started with its 2021 stated intention to catch up in process tech in four years. As Malcolm Penn, CEO of Future Horizons, said at last week\u2019s IFS2025: \u201cOnce you fall behind it\u2019s awfully difficult to catch up. The rule of thumb is it takes a decade.\u201d<\/p>\n<p>Last week, SemiAccurate reported it had seen an email saying that a potential buyer for the whole operation with enough money to pay for it was interested in acquiring the company,<\/p>\n<p>Speculation about \u00a0possible buyers includes: Apple, Nvidia, Softbank. \u00a0Broadcom Apollo and Brookfield<\/p>\n<p>There are indications that investors are getting fed up with<span class=\"Apple-converted-space\">\u00a0 <\/span>supporting Intel\u2019s attempt to catch up in process technology which has seen the shares drop from 60 to 20 in the last three years<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Intel\u2019s hopes of overtaking TSMC in process technology this year or next year have taken a knock after a TSMC statement about its A16 process from CEO C.C.Wei that: \u201cVolume &#8230;<\/p>\n","protected":false},"author":3,"featured_media":855010,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16039,12663],"tags":[12889],"class_list":["post-854988","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-manufacturing","tag-intel"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Intel\u2019s process tech catch-up looks unlikely | Electronics Weekly<\/title>\n<meta name=\"description\" content=\"Intel\u2019s hopes of overtaking TSMC in process technology this year or next year have taken a knock after a TSMC statement about its A16 process from CEO\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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