Core Insights - Intel's CFO, Sinha, revealed that a decision regarding the future of the 1.4nm (14A) advanced process may be made next year, emphasizing TSMC as a key partner and stating that Intel will "always" collaborate with TSMC [1] - Sinha clarified that the previous statement by Intel's CEO about halting the 14A process without external customers was not a lack of confidence but a matter of financial discipline, indicating that capacity will only be created with external demand [1] - A decision on whether to continue the 14A development is expected by 2026, with potential product availability projected for 2028-2029, aiming to secure external customers during this timeframe [1] - Sinha confirmed that Intel will continue to place orders with TSMC, despite potential fluctuations in their relationship due to Intel's Integrated Device Manufacturing (IDM) strategy [1] Production Strategy - Intel considers TSMC a great partner and intends to continue utilizing TSMC's technology, with many chips, including Lunar Lake and most Arrow Lake, being outsourced [2] - The current ratio of internally produced chips to outsourced chips is 70% to 30%, with the outsourcing ratio potentially decreasing but still remaining higher than levels from a decade ago [2]