Friday, September 25th 2026

Intel Expects 14A Node to Be Within 5% of TSMC's A14

Intel's Foundry chief, Naga Chandrasekaran, spoke with investment bank KeyBanc Capital Markets about Intel Foundry and the future trajectory of its nodes. One of the most intriguing insights is that Intel expects its 14A node to be within 5% of TSMC's A14 node, with both competing in the same sector. What this means exactly is unclear, as there are many factors by which a node is measured. These include transistor switching frequency, power efficiency, and density. The "within 5%" figure could imply a 5% advantage, a 5% disadvantage, or a mix of both, so the technical specifics remain uncertain. Intel's recent nodes, like the shipping 18A, are proving to be efficient and high-performing, but TSMC's nodes are also strong, with both companies continuing development.

Intel plans to start 14A node risk production in the second half of 2027, with high-volume production expected in 2028. The company has processed tens of thousands of 14A wafers in pilot production runs and is now working on yield improvements and minor node adjustments before beginning risk production next year. The 14A node is designed to offer a 15-20% performance improvement at the same power level compared to Intel 18A, or it can be optimized for a 25-35% power reduction at the same performance level. This will be accompanied by up to a 30% improvement in chip density compared to Intel 18A, though it is unclear if this refers to logic or SRAM scaling, as the latter has been challenging for the industry.
For TSMC, the timeline for the A14 node reportedly includes pilot production starting this month, risk production in 2027, and mass production in 2028. This will result in strong competition between the two companies, as TSMC also plans significant performance gains. Compared to the recently announced volume production of the N2 2 nm node, the A14 process offers up to 15% higher speeds at the same power level or up to a 30% power reduction at the same frequency. TSMC also claims a 20% increase in logic density, with logic components scaling more effectively with larger jumps between nodes.
Source: Alex Intel on X
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8 Comments on Intel Expects 14A Node to Be Within 5% of TSMC's A14

#1
john_
Hope it's more accurate and more meaningful that Intel slides.
Posted on Reply
#2
wNotyarD
john_Hope it's more accurate and more meaningful that Intel slides.
What about Intel roadmaps?
Posted on Reply
#3
Wirko
wNotyarDWhat about Intel roadmaps?
Maybe the 5% figure applies to roadmap accuracy too.
Posted on Reply
#4
Athena
Intel expects its 14A node to be within 5% of TSMC's A14 node
This is a big IF, but, if Intel can actually achieve that (1:1) but have a 5% deficit someplace, as long as it isn't density) and have decent yields, their stock is going to skyrocket
Posted on Reply
#5
SRB151
I'm not sure how the math works out. Especially since Intel's biggest node jumps were just renaming their old processes (and upcoming ones), without any real improvement (I'm referring to
actual size, It's always good when at least they get it working). Remember, Intel 4 and 3 are really 7 and 7+, and1.8 et al are what was then 5nm. I think they're counting more on design and
packaging then actual die shrinks, but we'll have to wait and see. Part of the problem from the old Intel was that their incredible packaging discoveries were very expensive to implement.
Posted on Reply
#6
kondamin
SRB151I'm not sure how the math works out. Especially since Intel's biggest node jumps were just renaming their old processes (and upcoming ones), without any real improvement (I'm referring to
actual size, It's always good when at least they get it working). Remember, Intel 4 and 3 are really 7 and 7+, and1.8 et al are what was then 5nm. I think they're counting more on design and
packaging then actual die shrinks, but we'll have to wait and see. Part of the problem from the old Intel was that their incredible packaging discoveries were very expensive to implement.
intel was the last to start using bs names for their nodes
Posted on Reply
#7
jdrch
In the corporate (read: not government or academic labs) engineering world, +/-5% is considered statistically equivalent. So what he's saying is the 2 will be essentially on par.
Posted on Reply
#8
tsurugi
No one should be surprised that based on public information long provided by intel and tsmc plus some calculations, it is easy to know that 14a and a14 are close in performance and density. 14a ppa is slightly weaker than a14 by about 3%.
Posted on Reply
Nov 12th, 2026 04:39 CST change timezone

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