分析师:英特尔14A工艺推进仍需时日,短期内存在高度不确定性
Core Insights - Intel's CEO, Pat Gelsinger, indicated that the development of the advanced 14A process technology is ongoing, but mass production is not expected to begin until the end of this decade [1] - The timeline for 14A's production is contingent on securing a significant external customer to share development costs [1] - JPMorgan analysts noted that customer decisions regarding the adoption of 14A may take an additional 18 to 24 months, leading to high uncertainty for Intel's foundry and AI roadmap in the short term [1] - Intel is expected to continue consuming cash and losing market share to AMD in both the PC client and server markets [1]