Alright, let me muddle through this one. So, Intel’s having a bit of a party with their 18A process—like, big names are suddenly knocking. Who saw that coming? Anyway, it’s like their version of winning the tech lottery, kinda like when the iPhone first hit. That was wild.
Intel’s 18A: The New Kid Turning Heads
Intel’s chip game, oh boy, it’s been needing a shake-up. Not just to cash in but to yank some spotlight from TSMC. Seems every tech giant and their cousin is eyeing TSMC since they got cozy with Trump—a love story for the ages? So yeah, Intel’s hope might be this 18A node. I read somewhere, maybe ChosunBiz or whatnot, that they’re chatting up NVIDIA, Microsoft, Google. Phew! Just imagining those meetings makes my head spin.
They strutted their stuff with 18A at the Direct Connect 2025—sounds fancy, right? It’s like, "Hey, we’ve got what TSMC’s got, but we’re in the USA, folks!" Generational leap, they say. Who knows, maybe it’s the next tech wunderkind. Fingers crossed customers think so too.
Now, a big part of this buzz is thanks to a shake-up at the top—new guy Lip-Bu Tan is calling the shots. It’s like having a rockstar CEO who’s hinting at a ditch-the-old-embrace-the-new kinda vibe. He might even scrap the "IDM 2.0" plan. Don’t ask me what exactly that is, but change is in the air. Maybe they’ll start wooing non-chip folks too. CPUs, anyone?
And then there’s TSMC’s lines. Jam-packed. Like, sardine-can packed. So, companies are hunting for the next best thing—cue Intel! Samsung’s in the race too, somewhere back there, but who knows if they’ll ever catch up. Anyway, Intel might just be onto something big, bigger than I can probably wrap my head around.
That’s it. Or was there more? I lost the plot somewhere. But yeah, Intel’s onto a thing. Maybe something truly cool.