First Squawk(@FirstSquawk):INTEL CEO SAYS INTEL 18A-P REMAINS ON TRACK FOR LAUNCH BY YEAR-END AND INTEL 14A ALSO REMAINS ON TRACK, THAT THE COMPANY IS ENGAGED WITH “A COUPLE” OF “HIGHLY STRATEGIC” EXTERNAL CUSTOMERS FOR 18A-P CHIPMAKING TECHNOLOGY, AND THAT BY ITS ESTIMATES THE SERVER CPU TAM COULD INCREASE AS MUCH AS FIVE TIMES OVER 5 YEARS, FROM $40 BLN TO MORE THAN $200 BLN

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First Squawk@FirstSquawk

2026.10.29 21:19

INTEL CEO SAYS INTEL 18A-P REMAINS ON TRACK FOR LAUNCH BY YEAR-END AND INTEL 14A ALSO REMAINS ON TRACK, THAT THE COMPANY IS ENGAGED WITH “A COUPLE” OF “HIGHLY STRATEGIC” EXTERNAL CUSTOMERS FOR 18A-P CHIPMAKING TECHNOLOGY, AND THAT BY ITS ESTIMATES THE SERVER CPU TAM COULD INCREASE AS MUCH AS FIVE TIMES OVER 5 YEARS, FROM $40 BLN TO MORE THAN $200 BLN