Intel is actively seeking external customers for its 14A chip manufacturing process to justify high operating costs and achieve profitability by 2027. CFO David Zinsner emphasized that while the next 18A node will primarily support Intel's internal products, there's a significant expectation for the 14A process to attract external clients. The increasing costs associated with high NA tools travel alongside this ambition, demanding a stronger external demand to offset expenses linked with advanced manufacturing technologies, particularly extreme ultraviolet lithography from ASML.
Intel's focus for the 14A process node is to attract external customers to offset manufacturing costs, aiming for its foundry division to break even by 2027.
David Zinsner stated that the 18A process will primarily serve Intel's internal products, while the 14A process nods towards a broader external market.
The high NA tools required for the 14A process will increase costs, thus Intel anticipates needing more external customers to achieve profitability.
Zinsner expressed optimism about driving returns from the 18A process, stating that though it was primarily for internal volume, it does not need extensive external sales.
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