Intel has decided to abandon its 20A node for desktop processors, prioritizing the smaller 18A node instead. This shift comes amidst a challenging year for Intel, marked by layoffs, revenue drops, and manufacturing issues. The decision suggests a strategic realignment towards its foundry business, particularly as Intel secures significant contracts for chip production using its 18A node.
Intel is scheduled to release its earnings tomorrow, April 25. The company is set to report the financials of its foundry separately from those in its design business–a first in its history. If the foundry business shows strong results, that could pique the interest of investors, who this year, have been buying shares of TSMC (TSM) while selling shares of Intel.
