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Is Intel Keeping a (Wonderful) Secret From the Market Regarding Its 18A Node?

The Motley Fool Logo The Motley Fool By Billy Duberstein
Is Intel Keeping a (Wonderful) Secret From the Market Regarding Its 18A Node?

Intel may be secretly using advanced high-NA EUV lithography technology in its current 18A manufacturing process, earlier than its publicly stated 2028 timeline for the 14A node. Evidence includes multiple HNA machine purchases, processing 30,000 wafers quarterly, acceptance testing disclosures, and hints from Intel executives and facility tours. If true, this could give Intel a significant competitive advantage over TSMC in chip manufacturing technology.

Insights
MGR   neutral

The company is making a routine financial adjustment to its convertible securities based on quarterly dividend payments, which indicates standard corporate financial management without significant positive or negative implications


INTC   positive

Article suggests Intel may have achieved earlier implementation of advanced high-NA EUV technology than publicly disclosed, potentially leapfrogging TSMC and accelerating its turnaround. Multiple indicators (machine purchases, wafer processing volumes, acceptance testing) support technological progress and competitive advantage.