Jeff Pu(@sssjeffpu):Inline with ours on 14A - installed capacity of 6k by 4Q27 with first round of volume input in 1Q28. Current D0 ratio is tracking well. Reiterate our post yesterday ⬇️ •Foundry yields improving: – 18A (Panther Lake) ~80% in 2Q26 – Larger server CPU (CWF) yields up to ~50% (from ~20% in June) •Capacity reiterated: 40/60/80 KPM (18A) and 0/6/24 KPM (14A) by end-2026/27/28. #INTC

2026.09.16 02:59

Inline with ours on 14A - installed capacity of 6k by 4Q27 with first round of volume input in 1Q28. Current D0 ratio is tracking well. Reiterate our post yesterday ⬇️ •Foundry yields improving: – 18A (Panther Lake) ~80% in 2Q26 – Larger server CPU (CWF) yields up to ~50% (from ~20% in June) •Capacity reiterated: 40/60/80 KPM (18A) and 0/6/24 KPM (14A) by end-2026/27/28. #INTC#

Alex@Alex_Intel_

2026.09.15 17:56

I was told by an Intel person that Lip-Bu meant Q1 2028 volume production for Intel 14A Just to clarify Thank you for your attention to this matter $INTC

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