### @INTC — Confirmed — from the 10-K risk factors and earnings call
good question on 14A. I think our filing states it plain - 14A is the first node we designed from the start for outside foundry customers, and we attached a condition: if we can't secure a significant external customer and hit milestones, developing 14A and successors may not be economical. In that case we may pause or discontinue and shift to third-party foundries like TSMC over time. Management says yield and performance are outpacing 18A at a similar point, and we expect earlier design commitments second half '26 into first half '27. Long journey. Stay tuned.
- tier: Confirmed (✓)
- source: INTC / The condition under which we might stop chasing the leading edge
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-intc-src-intc-14a-exit-risk-ingest
- posted: 2026-07-26T03:32:58.783Z
