Intel Begins 18A-P Risk Production in Bid to Challenge TSMC
Years of advanced-process delays have left Intel trailing TSMC in the foundry market. Its 18A-P process is crucial to re-entering the advanced-node race and securing external customers such as Apple. The U.S. government acquired a 10% stake in Intel in August 2025, while NVIDIA invested $5 billion the following month, reflecting policy and industry bets on strengthening the domestic U.S. semiconductor supply chain.
Intel announced at the VLSI Symposium on June 16, 2026, that 18A-P had entered risk production, meaning the process was available for customer validation but had not yet reached high-volume manufacturing. Compared with 18A, it delivers 9% higher performance at the same power or uses 18% less power at the same performance, while improving thermal resistance by 40%. The market is watching whether Intel can secure Apple chip orders in 2027.
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The history behind this eventIntel Says 18A Yield Meets Target, Plans 14A Launch in 2028 to Challenge TSMC
Intel is pushing to regain ground in advanced chipmaking, with 18A serving as a cornerstone of both its foundry strategy and U.S. semiconductor self-sufficiency policy. Stable mass production and orders from major customers such as Apple would help Intel narrow its technology gap with TSMC while giving global chipmakers more diversified access to advanced manufacturing processes.
Intel CEO Lip-Bu Tan said 18A yields had improved significantly, calling the process a "national treasure," and that it was attracting potential customers including Apple. The company plans to move its 14A process into mass production in 2028, putting it in direct competition with TSMC's A14 technology. Intel also expects Agentic AI to drive long-term CPU demand and plans to continue expanding capacity and strengthening its foundry operations.
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