Intel is "All In On 14A"

Takes from Intel at RBC's TIMT conference

Intel’s John Pitzer sat down with Srini Pajjuri at RBC’s TIMT conference yesterday and there were many interesting takeaways.

I’ll add my read.

We’ll hit 18A yields, 14A progress, Nvidia product partnerships, server CPU market dynamics, ASPs, and margins.

Lots of confidence around Foundry.

Less so for Products.