Oct. 19 at 12:08 PM
$INTC $INTW
🧩 Intel’s 18A Rollout and Customer Engagement – Q3 2025
🏭 Limited Shipments Begin
- Intel started shipping 18A wafers to select U.S. customers in Q3 2025, marking the first commercial deployment of its 2nm-class technology.
- These shipments are part of Intel’s Arizona fab expansion, which includes Fab 52 and Fab 62, backed by a
$32.X billion investment.
🧠 Target Segments
- While Intel hasn’t named specific customers, industry sources suggest interest from:
- U.S.-based chipmakers seeking domestic alternatives amid tariff and supply chain concerns.
- Global tech giants exploring Intel’s PowerVia and RibbonFET innovations for AI and high-performance computing.
- The upcoming Clearwater Forest server CPU and Panther Lake AI PC chip, both built on 18A, are expected to ship in late 2025 and early 2026, respectively.