Post by Ben Bajarin on X
Ben Bajarin@BenBajarin
XIf our Intel foundry model is even ballpark correct, an Apple deal for 15-20m chip (assuming monolithic) is enough to guarantee 14A even if it is on 18A-P.
That said, we still have a high degree of confidence that Intel has more customers coming for foundry 18A-P and 14A.
297 likes7 repliesPosted Nov 28, 2025