"Zinsner emphasizes that the construction of 14A production capacity will only proceed if there are sufficient commitments from external customers. According to Zinsner, this is purely financial common sense. The chip manufacturer wants to avoid making billions in investments without guaranteed sales."
"CEO Lip-Bu Tan was criticized for this policy in July, after which even US President Donald Trump weighed in on the discussion. Despite earlier doubts about Tan's loyalty, the government struck a deal with Intel: in exchange for $8.9 billion, the US government acquired a stake of approximately 10 percent in the company. This stake is passive, but it does oblige Intel to maintain a majority position in its manufacturing activities."
"An important part of Intel's strategy is the spin-off of its foundry activities into a separate entity. This should open the door to future minority investments and bring more focus to customer collaboration. However, Zinsner indicated that this is "not really investable" in the short term, so new external shareholders are not expected for the time being. In addition to the strategic changes, Zinsner also provided insight into the product roadmap. Panther Lake chips are expected to hit the market in late 2025, followed by an upscaling in 2026. Furthermore, Nova Lake is planned as an expansion into the desktop market"
2026 is positioned as a decisive year for Intel's potential transition to the advanced 14A process. Construction of 14A production capacity will only proceed with sufficient commitments from external customers to justify the investment. The US government acquired an approximately 10 percent passive stake for $8.9 billion, with conditions that preserve Intel's manufacturing majority. Plans include spinning off foundry activities to attract future minority investors, though that spin-off is not expected to be investable in the short term. Product roadmap items include Panther Lake in late 2025 with upscaling in 2026 and a Nova Lake entry into desktops.
Read at Techzine Global
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