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
- Sail equivalence proof and riscv-coq cross-checks uncover real RISC-V spec bugs — xennygrimmato_ · 2026-10-27
- xAI's Colossus 1 hits ~14.6 exaflops FP64, ~5x Top500 leader — cis_female · 2026-10-27
- Lambda runs 19 B200 nodes in a 16-node power budget, boosting throughput 24% — TheZachMueller · 2026-10-27
- Podcast: Micron's HBM roadmap, Meta's AI infra, and NVIDIA's supply chain lock-in — BenBajarin · 2026-10-27
- SGLang MegaKernel + PD Pushes the TCO-Latency Frontier on GB300, SemiAnalysis Benchmarks Show — AccBalanced · 2026-10-27
- Scaling self-hosted Convex: compiling TypeScript Convex functions to WASM — leventov · 2026-10-27