Here's a one-minute breakdown of four things to know about Intel 18A-P, the first derivative of Intel 18A process technology. With improved performance, power efficiency, and thermal resistance, Intel 18A-P can enable faster computing and better battery life. Intel 18A-P also introduces Power Boost, a first-of-its-kind dual-contact transistor technology. Read more:

Now in risk production, Intel 18A-P extends the Intel 18A process node family with additional power and performance optimization, while enabling IP reuse through design rule compatibility. Learn more: #IntelFoundry# #Semiconductors#

Explore the latest Intel Foundry innovations, from Intel 18A-P platform momentum at VLSI and AI systems showcased at Computex to advanced packaging breakthroughs from ECTC. Plus, dive into the updated Intel 18A family brief and the latest ecosystem milestones helping advance next-generation AI. Discover the latest advancements in this edition of Intel Foundry Focus: #IntelFoundry#

Advanced nodes start with ecosystem collaboration. At #DAC2026#, Intel Foundry Accelerator Alliance partners announced certified EDA solutions for Intel 18A-P and Intel 14A, helping accelerate next-generation silicon with validated design flows. Learn more: #IntelFoundry#

Heading into #DAC2026#? Visit us at booth #830# to learn more about Intel 14A, Intel 18A-P, EMIB-T, and Foveros technologies. From advanced process technologies to industry-leading packaging, Intel Foundry is helping customers bring the next generation of computing to life. #IntelFoundry#

From GFHK Monthly Call: Apple and Intel already signed an agreement in December 2025. The M7 chip will use Intel 18A-P and is expected to enter production by the end of 2027, while the smartphone chip will use Intel 14A and is expected to enter production by the end of 2028. $INTC

Takeaways of Intel (INTC) 2Q26 earnings note •TP to $136 (5x 2027E BVPS / 34x 2028E EPS) •2Q26 the strongest rev growth in 15+ years of $16.1B, beat estimates (consensus $14.3b, GFe $14.8b) •Strong 3Q guidance of Rev $16.3b (vs consensus $15.1b, GFe $16.2b). GM guide of 42% (vs consensus 40%, GFe 42.2%). Foundry Accelerating: •Foundry business gaining strong traction with sound execution •18A yields ahead of internal targets; Panther Lake inline with our ~80% view •Intel 18A-P entered risk production — competitive node for external customers (e.g. Apple M-series highlighted in Dec 2025) •14A clear timeline: PDK 0.9 by Oct, risk production + external customer volume in 2H28 •Robust pipeline, especially Apple smartphone & server CPUs •Aggressively raising 2026 capex >$20B, with significantly higher 2027 capex — big capacity buildout for 14A/18A/Intel 3, inline with our earlier note of a Big Lift in Capacity •On track for profitability in 2H27 driven by yield + scale Other Highlights: •Upward EPS revisions (+3% 2026E / +11% 2027E) 🆚 Per our earlier TSMC (2330 TT) Downgrade note on July 16, we note that TSMC’s capex acceleration was late in this AI cycle, leaving room for Intel, which also backed by Made in U.S. and improving execution. #Intel# #INTC# #Semiconductors# #Foundry#