Intel’s 18A process: Poor yield delays mass production

Intel has set its sights high with the 18A process, but the reality is less rosy. According to reports, the yield is currently 20-30%, which makes economic mass production practically impossible. Although this is an improvement on the previously reported 10%, there can be no question of stable production. Hopes of getting back on the road to success with Panther Lake are in danger of being dashed.

Panther Lake samples reveal serious production problems

Particularly annoying for Intel: Initial samples of the upcoming Panther Lake SoCs clearly show that the 18A process is still a long way from production-ready quality. The poor yield raises doubts as to whether the mass production planned for the second half of 2025 is realistic. The competition from TSMC and Samsung is likely to take note of this with satisfaction.

Intel between reality and PR strategy

Intel is doing a lot to give the impression that it is on the right track. But while optimistic statements from the company management are doing the rounds, insiders see a different picture. The central question remains: Is 18A really the hoped-for technological breakthrough, or is it just a PR exercise to keep investors and customers happy?

Official statements remain vague

Outwardly, Intel is being combative and is sticking to the planned tape-out phase for the first half of 2025. However, it is unclear whether these plans are realistic or whether this is just damage limitation. Industry analysts are increasingly skeptical. If yields do not increase drastically, a postponement of the market launch or even a fundamental reorientation will be unavoidable.

Future uncertain: opportunity or disaster for Intel?

The coming months will be decisive. If Intel does not get the production problems under control, there is a risk of considerable delays and significant damage to its image. On the other hand, a late but successful introduction of 18A could give Intel a technological advantage. Nothing has been decided yet – but the clock is ticking.

Source: mingchikuo via X