Intel 18A Yield Climbs Above 85%
firstadopter · x · 2026-07-14
KeyBanc's update on Intel indicates that driven by agentic AI demand, server CPU demand remains strong. Intel has expanded its server shipment capacity on INTC 3 by **+25% to 30%** this year, with an expected increase of over **50%** next year. The report also notes that Intel's **18A** yield has significantly improved from **65%** last quarter to **over 85%**. The company seemingly plans to substantially expand 18A production capacity, as yield improvements are coupled with customer design wins. Mentioned clients/potential clients include **AAPL, AMD, NVDA, MRVL, MSFT, MU, and OpenAI**. Additionally, Intel is preparing to raise client CPU prices again in **3Q26** by approximately **6% to 15%**. The report suggests that more significant growth opportunities for the foundry and EMIB-T won't become evident until **2029/2030**.
Related event: Server CPU Demand Surges as Intel 18A Yield Exceeds 85%(2 posts)→
More from Infra
- Local AI may pay back in 6–7 years and cut long-term costs by 30–40% — DavidLinthicum · 2026-07-21
- TSMC reportedly plans up to 10% chipmaking price hikes in 2027 — kimmonismus · 2026-07-21
- More open models and llama.cpp updates are coming, says Merve Noyan — mervenoyann · 2026-07-21
- Why adding a second LLM provider breaks more than the API surface — Ok_Extension6373 · 2026-07-21
- UK AI datacentres face backlash over heat, noise and land use — nordicinst · 2026-07-21
- Fluidstack raises $830M at $7.5B valuation as Anthropic backs a $50B compute buildout — rohanpaul_ai · 2026-07-21