Agentic AI · Taiwan · Intel · U.S. · San Francisco · The Register
Intel this week unveiled its Clearwater Forest Xeon chips, along with more details of its upcoming Diamond Rapids Xeons
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At the Computex trade show in Taiwan. ®.
Key facts
- Intel 18A
- its angstrom-era process, marketed as a 1.8 nm-class node
- was initially expected to be production-ready by late 2024 and ramp toward volume manufacturing in 2025
- Speaking at the Bank of America 2026 Global Technology Conference in San Francisco, Chipzilla’s chief financial officer David Zinsner claimed that the firm simply bit off more than it could chew
- Zinsner said that after Pat Gelsinger's departure, when he and Michelle Johnston Holthaus took over as interim co-CEOs, he put Intel global operations chief Naga Chandrasekaran on the case, “and then
- As Intel chief Lip-Bu Tan explained a couple of weeks ago, the firm is now anticipating increasing demand for CPUs as the focus of the AI craze turns from training to inferencing work
Summary
CFO Zinsner insists the troubled node was a one-off as 14A stays on track. Intel is keen to reassure investors that its troubles with the 18A manufacturing process were a one-off, and that it is better positioned to capitalize on what it expects will be growing demand for CPUs used in AI inference workloads. Speaking at the Bank of America 2026 Global Technology Conference in San Francisco, Chipzilla’s chief financial officer David Zinsner claimed that the firm simply bit off more than it could chew in trying to move too fast with the new process node. “The reporter would say it this way, the reporter doesn't know, early last year, the reporter thinks the challenge around 18A was two things. And the reporter thinks second is, they were trying to play performance and yield and trying to improve both at the same time.