Core Viewpoint - Intel's 18A (1.8nm) CPU technology is facing significant challenges, particularly with a low yield rate of only 10%, which has raised concerns in the market [1][2] Group 1: Intel's Current Situation - Intel's CEO, Chen Lifeng, stated that the 18A technology is progressing as planned, with the first external tape-out expected in the second half of the year [1] - The overall performance of Intel's various departments is below expectations, hindering the company's ability to achieve significant breakthroughs in the industry [1] - Intel's foundry division (IFS) is considered a key part of the company's economic recovery strategy but is currently facing substantial market challenges due to fierce competition and poor business performance [1] Group 2: Client Reactions and Market Competition - Broadcom, a major client of Intel's foundry, has expressed dissatisfaction with the 18A process, leading to the cancellation of orders and a search for alternative solutions [2] - The low yield rate and poor performance of the foundry business are seen as significant factors contributing to the dismissal of former CEO Pat Gelsinger [2] - In contrast, TSMC's N2 (2nm) process is reportedly outperforming Intel's 18A in overall performance, attributed to higher SRAM density, which is crucial for node efficiency and performance [2]