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
- Huawei Unveils Near-Package Optics Standard in Challenge to Nvidia and Broadcom — pstAsiatech · 2026-09-11
- Running Redis as a simple cache? Turn off snapshotting and journalling to save disk and CPU — DanielLockyer · 2026-09-11
- Micron to give 15,000 Taiwan employees ~$32,000 cash bonus as AI profits soar — Polymarket · 2026-09-11
- Qwen3-8B gets a KV-approximation add-on that halves prefill time without touching the model — teortaxesTex · 2026-09-11
- Burning through two ChatGPT resets a day, user coins the "Huang-Altman Law" — yihui_indie · 2026-09-11
- OpenRouter agents now out-consume humans as AI usage arrives in three waves — AccBalanced · 2026-09-11