Intel Pro Max Ultra

That's the power of Intel inside.

[Intel Pro Max Ultra @IntelProMUltra]

2026 Intel Watchlist
H1
• CES: Panther Lake momentum (18A)
• Clearwater Forest launch (18A + EMIB 3.5D)
• EMIB/EMIB-T design wins / customer callouts
• Direct Connect: “a new node after 18A-P”
• External 18A-P tape-out announcement
• More partnership/investment signals

H2
• 14A major external customer signal
• Ohio investment acceleration / Oregon D1X Mod 4 construction update
• Rack-scale AI GPU solution: Jaguar Shores progress/launch signal
• Intel×UMC 12nm platform milestones + design wins
• 18A yields stabilize + 18A-P ramp
• Nova Lake / Diamond Rapids launches
• IFS financials: op loss burn-down

[uchy @uchy_13]

1Uで40ノードの集積の化け物みたいなサーバ。
どのような場面で必要になるのか全く想像出来ない

[Intel Pro Max Ultra @IntelProMUltra]

@SquashBionic Intel server CPU shortage is way more severe than client. Using LNL to build a rack has several benefits:
1. Client CPU supply/demand is more balanced.
2. LNL has memory on package, so you don’t need to worry about memory.

[Intel Pro Max Ultra @IntelProMUltra]

@tmaj314159 Yes. But a simple question: did the guy who planned and constructed F34 foresee a CPU demand that so massive like nowadays? I don’t think so.

[Intel Pro Max Ultra @IntelProMUltra]

Clearly, Intel 3 is going to be the bottleneck for intel’s future growth: Panther, Nova, Razer Lake need it; Granite, Clearwater, Diamond Rapids need it. Fab 34 alone (plus F24) is not enough to fulfill those explosive server and client demands.

So I believe Fab 38 in Israel will be used for additional intel 3 ramp in the near future. F38.1 space is now ready for tool move-in.

[Intel Pro Max Ultra @IntelProMUltra]

@Alex_Intel_ F28 is not EUV capable, if they are using F28 to ramp Intel 3, they are still gonna need F38. And, I don’t think F28 will be the first fab to sunset Intel 7 because it’s now the biggest production site for the node. The best way to wind it down is to start from Arizona.

[Intel Pro Max Ultra @IntelProMUltra]

@KrzemoweEcho Israeli army will take the responsibility. Intel is the biggest foreign private investment maker and one of the biggest employers in Israel.

[Intel Pro Max Ultra @IntelProMUltra]

@mzuhair123 No. Intel 7 is produced in Arizona and Israel, where no Intel 3 capacity is located. But if Intel 3 is going to be ramped up in Israel f38 like I said, then it’s another story.

[Intel Pro Max Ultra @IntelProMUltra]

@dttprofessor No, it hasn’t. But it’s planned capacity is 40K wspm. Far less than 18A wafers, which need Intel 3 wafers (whatever the ratio is) to consolidate as a complete product.
And, obviously, no one knows server CPU market would be as explosive as right now. So, ofc, F34 is not enough.

[Tim Culpan @tculpan]

Just in and exclusive to @culpium

Intel is Struggling to Supply Laptop Chips Built Around its New 18A Node https://t.co/lJP8zgARnH

[𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 @IanCutress]

It's the @intel Computex keynote!
@LipBuTan1 to the stage

[tae kim @firstadopter]

"Tremendous progress in 14A" - LBT

[Jukan @COMPUTEX @jukan05]

MediaTek at Goldman Sachs Taiwan Day:

“The next-generation program is adopting only EMIB-T, with tape-out targeted for 4Q26 and mass production by 4Q27.”

This is significantly different from what Taiwanese media had reported — that the next-generation program would use both CoWoS and EMIB-T in parallel.

$INTC

[Jukan @COMPUTEX @jukan05]

Samsung Foundry Breaks Into China’s Largest Automaker BYD With Automotive Chips

Samsung Electronics’ foundry division has been found to be in talks with China’s top electric vehicle maker BYD and other local automakers over a series of contracts for autonomous driving systems on chip (SoC). As SMIC, China’s largest foundry, shows a wide technology gap versus Samsung Electronics, local automakers are approaching Samsung’s foundry about chip production.

According to the semiconductor industry on the 1st, Samsung Electronics has been confirmed to be in discussions with BYD and other major automakers over orders for 2nm (nanometer, one billionth of a meter) and 4nm process production. If the orders go through, local automakers far larger than the Chinese EV maker NIO, which currently uses Samsung’s 5nm process to make autonomous driving chips, would join the client roster.

An industry official said, “The core area Samsung’s foundry is now most focused on in the Chinese market is automotive electronics,” adding, “It is actively pursuing technical discussions with major Chinese automakers to produce next generation automotive SoCs on Samsung’s foundry’s leading edge processes.”

Behind the courtship that Chinese automakers are sending Samsung Electronics lies a structural limitation in China’s foundry ecosystem. SMIC, the largest foundry in China, currently implements a 7nm class process. But the dominant assessment is that it has a stark technology gap versus Samsung Electronics and TSMC when it comes to the fine process capabilities needed for next generation autonomous driving chips.

In particular, SMIC’s leading edge 7nm production line is fully booked with volume from a handful of strategic customers such as Huawei. Most of SMIC’s remaining production lines are skewed toward older processes of 14nm and above, making it difficult to meet the demands of Chinese automakers.

The reason Chinese companies have requested collaboration with Samsung Electronics reflects this reality. To achieve full autonomous driving, AI chips made on 4nm and even 2nm processes are required. Because autonomous driving chips must process large volumes of data inside the vehicle in real time, compute performance, power efficiency, and thermal management are all important.

Above all, because autonomous driving chips directly affect driving range and safety, automakers have no choice but to select a foundry with strong fine process competitiveness. For this reason, Chinese automakers have acknowledged SMIC’s slow pace of process innovation and pivoted toward entrusting chip production to Samsung Electronics’ foundry. Samsung Electronics’ 4nm process has now entered a mature stage where yields are stabilizing, and its most advanced 2nm process applying gate all around (GAA) technology has had its mass production capability recognized to the point that Tesla has entrusted it with manufacturing its next generation AI chip (AI6).

An industry official said, “With SMIC still showing limitations in the most advanced processes, Samsung Electronics is the most realistic alternative Chinese companies can choose aside from TSMC.” He added, “The fact that Samsung Electronics holds its own automotive chip design and mass production experience, such as ‘Exynos Auto,’ through its System LSI division is also a factor raising the trust of Chinese companies.”

The industry expects that, following Chinese automakers, Chinese big tech companies will eventually knock on the door of Samsung Electronics’ foundry as well. This is because Chinese big tech players such as Alibaba, Tencent, ByteDance, and Baidu are now staking everything on developing their own AI semiconductors and securing data center chips.

Because these companies are included on the list targeted by the US government’s semiconductor export controls against China, it would be difficult for them to place large orders with Samsung Electronics’ foundry right away. But the landscape could change depending on shifts in US China relations or any easing of export restrictions. The industry judges that Chinese AI chip developers that have collaborated with Samsung Electronics in the past, such as Baidu, are strong potential customers.

An industry official said, “Chinese companies showing interest in Samsung’s foundry is a move to find a leading edge process alternative rather than a choice to evade sanctions,” adding, “If they secure trust in automotive chips, the scope of cooperation could later widen to AI chips and high performance computing chips.”

[Intel Pro Max Ultra @IntelProMUltra]

@caozhuozi Absolutely, try Semi Analysis’ yield tool to calculate it, based on the die size and defect model, you can get the yield.

[Intel Pro Max Ultra @IntelProMUltra]

Morgan Stanley has absolutely no clue about the industry.
Intel mentioned multiple times their original 2026 year-end yield target was to reach “industry acceptance level”, which means D0 = 0.1. And they accelerated it to mid-year, indicating they are achieving that anytime now.

[Jukan @COMPUTEX @jukan05]

Morgan Stanley estimates Intel 18A yield at 50%.

It also notes that Apple is currently the only customer that has “signed a contract.”

$INTC

[Intel Pro Max Ultra @IntelProMUltra]

The very first time Lip Bu Tan and Wei Jen Lo showing up together.

[Intel Pro Max Ultra @IntelProMUltra]

@firstadopter And then MTK posted 6 hours later than ARM.

[SemiVision👁️👁️ @semivision_tw]

Rapidus Advanced Packaging in 2028⋯⋯⋯Too slow

[Intel Pro Max Ultra @IntelProMUltra]

Of course he’s serious, why would anyone doubt his determination to build TERAFAB?

[*Walter Bloomberg @DeItaone]

ASML CEO: HAS TALKED WITH ELON MUSK ABOUT PLANNED TERAFAB PROJECT, SAYING MUSK IS 'VERY SERIOUS'