Sou Hu Cai Jing·2025-07-25 00:47Group 1 - Intel has acknowledged the possibility of slowing down or even canceling the development of its 14A process node if it fails to secure significant external customers and meet key milestones [1][2] - CEO Pat Gelsinger emphasized the importance of ensuring internal and external customer commitments and performance standards before proceeding with capital expenditures for the 14A process [2] - The company plans to halt previously planned projects in Germany and Poland, while integrating its packaging and testing operations in Costa Rica into facilities in Vietnam and Malaysia [2] Group 2 - Intel's R&D expenditure for 2024 is projected to reach $16.546 billion, primarily allocated for advanced process technologies including 14A [3] - The 14A process is expected to utilize High-NA EUV lithography technology for at least three critical layers, with each ASML lithography machine costing approximately $380 million [3] - The company must ensure that its technology is applicable for both internal products and external customers before making substantial investments in manufacturing [3]