Friday, July 3rd 2026

Intel Solves 18A Yield Issues, Production Reaches 30,000 Wafers Per Month

Intel has reportedly resolved all yield issues it experienced with its 18A node over the past few months. According to the sell-side equity research firm BlueFin Research Partners, Intel has fixed these yield issues, making the high-volume production of its latest node sustainable from both a manufacturing yield and economic standpoint. Readers may recall that late last year, Intel confirmed that 18A yields were improving by about 7% per month over several months. This trend continued into the launch of the first 18A product, codenamed "Panther Lake," up until today, when the yield issues have reportedly been resolved. For a mature node, this usually means defect rates of D0=0.1 or D0=0.2, and it is likely that Intel has now achieved the lower end of that spectrum with the node advancements and months of 18A high-volume production.

Regarding manufacturing capacity, the report notes that Intel's 18A is produced at two sites: Fab 52 in Phoenix, Arizona, and another in Hillsboro, Oregon. These fabs currently produce about 30,000 wafers per month with the 18A printing. This capacity is currently sufficient for Intel's internal production, such as the "Panther Lake" processors, but additional capacity will be needed for other internal products.
For the remaining nodes, Intel has started 18A-P risk production at the D1X site in Oregon, with plans to transfer the 18A-P node to Fab 62 for long-term high-volume manufacturing. Early 14A results from sample production show a promising path to success, and Intel plans to use the D1X fab for initial high-volume production, with Ohio sites for the second 14A high-volume manufacturing. For external customers, Intel's offerings will focus mainly on 18A-P, 18A-PT, and the upcoming 14A node, which will begin risk production in 2028, with high-volume production slated for 2029.
Source: via Jukan05 on X
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58 Comments on Intel Solves 18A Yield Issues, Production Reaches 30,000 Wafers Per Month

#2
Prima.Vera
ChaitanyaThats good news.
For who? :)
Posted on Reply
#3
Chaitanya
Prima.VeraFor who? :)
For investors of incestitous circle jerk.
Posted on Reply
#4
mb194dc
The Intel stock pumping continues...
Posted on Reply
#5
azrael
I wonder if Kickin' Pat is going to be reinstated now since his investment in the foundry business seems to pay off now.
Posted on Reply
#6
user556
TSMC theft is paying off.
Posted on Reply
#7
stablecoin50
Prima.VeraFor who? :)
For people that like having a lower chip prices and diversity away from Tawian
Posted on Reply
#8
kondamin
user556TSMC theft is paying off.
Sure that list of industrial saboteurs working for tsmc at intel he liberated so he could get rid of them sure is paying dividends.

I hope Samsung manages to get someone to do the same for them
Posted on Reply
#10
Nero 1.2
Total noob here,about how hardware is made. but from what i've read ,there's barely any competitor for the big one (tmsc, iirc). Isn't it some good news for us consumer ? (i'm totally not into the "let's sh*t on Intel " stuff, neither on the "let's praise Intel whatever they do crowd " side, legit question). i really like to read y'all opinion .
Posted on Reply
#11
user556
Nero 1.2Total noob here,about how hardware is made. but from what i've read ,there's barely any competitor for the big one (tmsc, iirc). Isn't it some good news for us consumer ? (i'm totally not into the "let's sh*t on Intel " stuff, neither on the "let's praise Intel whatever they do crowd " side, legit question). i really like to read y'all opinion .
AI dominates everything right now. Prices have gone through the roof because of AI. The enthusiast PC market is completely in disarray. Intel is doing well again financially on the back of the sky high prices, same as every chip maker.
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#12
Nero 1.2
user556AI dominates everything right now. Prices have gone through the roof because of AI. The market is completely in disarray. Intel is doing well again financially on the back of the sky high prices, same as every chip maker.
So you think products from Intel 's fab will only go to AI Companies thus no benefit for a casual consumer like me? sorry if i sound dumb, the heatwaves we had and we have again has turned me into a smooth brain, lol. i'm slow! but i think i'm getting what you're saying. thx anyways for your answer.
Posted on Reply
#13
Tek-Check
azraelI wonder if Kickin' Pat is going to be reinstated now since his investment in the foundry business seems to pay off now.
Does it?
Posted on Reply
#14
bug
user556Won't help as long as the AI bubble continues. We'll stay as second class and the prices will be driven high by unquenchable AI demand.
Maybe it will not single-handedly fix the problem. But it will certainly help.
Posted on Reply
#15
Athena
Nero 1.2So you think products from Intel 's fab will only go to AI Companies thus no benefit for a casual consumer like me? sorry if i sound dumb, the heatwaves we had and we have again has turned me into a smooth brain, lol. i'm slow! but i think i'm getting what you're saying. thx anyways for your answer.
well, all the high margin things will go to AI companies, then the rest, they have made deals with others as well, so, they get their stuff done, and then intel can make SOME things for consumers, but, it won't really help the big problem, which is RAM and NAND pricing at all, since they don't make that

that means consumers are still going to be suffering from sticker shock
Posted on Reply
#16
Nero 1.2
Athenawell, all the high margin things will go to AI companies, then the rest, they have made deals with others as well, so, they get their stuff done, and then intel can make SOME things for consumers, but, it won't really help the big problem, which is RAM and NAND pricing at all, since they don't make that

that means consumers are still going to be suffering from sticker shock
thank you. seems obvious when i read from you. i totally forgot about those stupid ram/ssd prices. i'm looking at upgrading my gpu not my whole rig. i'm therefore biased. i've always looked at memory/storage telling to myself: cool, this is cheap, i can upgrade/replace anytime...oh boy was i wrong 😭🤣
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#17
azrael
Tek-CheckDoes it?
I should probably have written "strategically". They're not even close to breaking even, but it seems they are on the right track. Without Pat we probably wouldn't have Intel Foundry now. And yes, I've cracked about as many 14++++ jokes as the next guy... ;)
Posted on Reply
#18
user556
bugMaybe it will not single-handedly fix the problem. But it will certainly help.
Only after the bubble bursts.
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#19
bug
user556Only after the bubble bursts.
Even if AI gobbles up all production (no that it's going to happen, we can already buy Panther Lake), that still frees up other fabs for consumer products. But you can continue to feel sorry for yourself, that's also a valid option.
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#20
kondamin
Nero 1.2Total noob here,about how hardware is made. but from what i've read ,there's barely any competitor for the big one (tmsc, iirc). Isn't it some good news for us consumer ? (i'm totally not into the "let's sh*t on Intel " stuff, neither on the "let's praise Intel whatever they do crowd " side, legit question). i really like to read y'all opinion .
Yeah, it's good.
it's a better node than intel 3, allows for high clocks and lower power use / less heat.
it will leave more room for other companies to order from tsmc and bring costs down for intel.
Posted on Reply
#21
Tek-Check
azraelit seems they are on the right track
That's what many have been saying for four years... No sign of that at the moment, I am afraid. It remains challenging, to the point that the US administration is coercing companies to order anything from Intel, such as Apple.
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#22
Nater
Funny seeing news like this right after news about CPU price increases coming.
Posted on Reply
#23
user556
NaterFunny seeing news like this right after news about CPU price increases coming.
Exactly. And, unless the AI bubble bursts, you can expect further hikes too.
Posted on Reply
#24
kondamin
NaterFunny seeing news like this right after news about CPU price increases coming.
there is inflation for everyone and there is a silicon boule shortage. So even the most basic raw material is lacking thanks to the ai boom’
Posted on Reply
#25
tsurugi
Tek-CheckThat's what many have been saying for four years... No sign of that at the moment, I am afraid. It remains challenging, to the point that the US administration is coercing companies to order anything from Intel, such as Apple.
The US government did not force apple to do this, and the US did not set specific tariffs for overseas silicon to make things more favorable for intel, apple chose intel based on its own interests.
For 18a, this is as expected. Regarding the yield and break-even time, as well as the corresponding products, intel said so a long time ago.
Intel fired Pat Gelsinger to cut manufacturing investments and reduce risk. The 2 14a fabs were delayed after this. In hindsight, this looks extremely short-sighted. It could have been used to produce more Apple SoCs and reduce Apple's reliance on tsmc.
Posted on Reply
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