News Summary

• Supply chain sources indicate that some customers have already begun test chip verification for the 18A process.
• As the PDK matures, customer adoption is significantly increasing.
• It is understood that companies including Google and Apple will begin using Intel's foundry services for some products next year.
• Intel's CEO, Lip-Bu Tan, will also be hosting a keynote at Computex 2026, where we are likely to hear more details on the Foundry business plans.
• The 18A-P process node provides an 8% increase in performance per watt while keeping the same density levels as 18A.