Intel's 1.4-nanometre-class process node, positioned after 18A in its manufacturing roadmap and offered to external foundry customers.
Terafab will reportedly receive its first ASML EUV scanner in mid-2027, months before SemiAnalysis expects the shell of its development fab to be done. That is about three years ahead of the projected volume date at the Grimes County fab.
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Elon Musk says Terafab will build and run its own chip fab, and TSMC could at most sublease part of it. Anyone counting on Terafab capacity is therefore planning around a Musk-controlled site whose Intel licence terms are still unpublished.
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Intel shares fell 4% after Elon Musk confirmed on October 3 that Terafab is in early talks with TSMC on chipmaking in Texas. There is no agreement yet, so the drop prices the chance that Intel ends up sharing Terafab's work with a second foundry.
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Lip-Bu Tan told a Splunk keynote in Denver that relying on one Taiwan-based company for 95% of AI chip production is very risky. The one 14A commitment he can point to, Terafab, ships its first product in mid-2028.
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The 1.7x resolution gain ASML's EXE:5000 promises is a number Intel can point at; the 2.9x density that follows is that number squared, and neither one carries a price for the tool or a date for 14A production.
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Intel closed at $104.47, roughly 92 times the $1.14 it is expected to earn this year. Of the three legs holding that price up, only the data centre line is already in the accounts. October's CPU increase is still a supply chain report.
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