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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers
Created: 2025-07-25 10:03:19 UTC

Intel’s shifting gears—ditching 18A for external foundry work and doubling down on the next-gen 14A node to chase giants like Apple and Nvidia who currently favor TSMC. The 18A line isn’t dead, but it’s now mostly for internal use and pre-existing contracts with Amazon and Microsoft.

This is a big bet: Intel’s trying to claw market share from a dominant TSMC, but it hinges on securing board approval and attracting those anchor customers. Some analysts see a reset, others worry about more lost ground if execution stumbles—especially with TSMC’s XXXX% market share.

Intel has to prove it can adapt its culture to serve outside clients, not just itself. Dive in for how this strategy could shake up the foundry landscape:




XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948685488233263305/c:line.svg)

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