Intel 14A capacity tipped at 6,000 wafers per month by end-2027, 18A yields at 80%

GF Securities analyst Jeff Pu estimated Intel's 18A yield at 80%, with 14A output at 6,000 wafers per month by the end of 2027 and 24,000 in 2028. He also suggested possible Intel-NVIDIA collaboration on an AI-CPU based on the Rosa Feynman architecture.

• 18A yield estimated at 80% for the Panther Lake lineup
• 14A output: 6,000 wafers per month in 2027 and 24,000 in 2028
• Analyst suggested a Rosa Feynman variant with an Intel processor
• Earlier reports said 18A yield rose to 85% from 65% in Q2