Intel 18A process is said to have four major customers: AMD and NVIDA are excluded. The reason is simple

A few days ago, the news that NVIDIA stopped testing the Intel 18A process caused Intel's stock price to plummet. The market believed that this was a major blow to the company's expansion of its foundry business. However, netizens who are really paying attention to the development of Intel's foundry business should know very well that regardless of whether this news is true or false, it is actually unlikely that NVIDIA will use Intel's process to manufacture its own GPU and other chips now.

Daniel Nenni, the administrator of the industry's authoritative semiconductor forum Semiwiki, recently broke the news that as far as he knows,In fact, NVIDIA has not entered the list of Intel 18A candidate customers at all.Similar is AMD. Neither of these two companies is likely to use Intel for manufacturing. Their cooperative relationship with TSMC is very good.

He believes that it is unlikely for CPU, GPU or other large chips to cooperate with Intel for OEM. The reason is obvious. These fields are all competitive with Intel. Who would trust their competitors to OEM their main products.

But this does not mean that Intel’s 18A process has no customers.On the contrary, Daniel Nenni said that he knows of at least 4 18A customers in 2026.The source of the news is from the IEDM conference at the beginning of the month. HVM will be mass-produced from 2028 to 2030.

In addition, he also mentioned that Samsung's 2nm process will also have some customers, but there will not be any earth-shattering changes. Musk will also use both TSMC and Samsung's 2nm process, and most of the orders are for TSMC.

Qualcomm will also use some of Samsung's 2nm process, but most of its orders are also for TSMC's 3nm and 2nm.