1. Intel begins high-volume production of 18A chips to regain market position. 2. Only major customer for 18A is Intel itself, facing trust issues from others. 3. Intel's government investment signals confidence but requires finding external customers. 4. Delays and yield problems with chip production have negatively impacted Intel recently. 5. Future foundry success depends on changing internal culture and proving reliability.
FAQ
Why Neutral?
Intel's production reset with 18A may help, but customer skepticism remains hurdle.
How important is it?
U.S. investments and internal changes are pivotal for Intel’s recovery and competitiveness.
Why Long Term?
Market trust and customer acquisition will take time to develop after years of negatives.