[News] Intel Might Build Up to 90% of Nova Lake Compute Tiles on 18A…

Intel is shifting 80–90% of Nova Lake compute tile production in-house to its 18A process, reversing plans to outsource 60–70% to TSMC, after yields improved to 85%. The move signals confidence in Intel Foundry's maturity but requires new capacity expansion beyond current 30,000 wafers/month. Intel just proved it can make leading-edge chips at scale without TSMC—and it's now calling in favours from AMD, NVIDIA, and OpenAI to fill the capacity. If you supply advanced packaging, thermal management, or yield-critical materials to fabs, you now have a second buyer who needs to prove themselves, and that buyer is hungry.