The percentage of finished Intel 18A chips reached an impressive 65 %.

Brief summary of news on the status of Intel and AMD in contextual chip manufacturing

CompanyKey eventsKey figuresIntel1) Successes in contract manufacturing and packaging.
2) Securing orders from Apple and Google.1) Share of finished goods at 18A technology – 65 % (in January 60 %).
2) Defective chips – ≤35 %.
3) Orders for M‑series processors (14A) from Apple.
4) Potential revenue from Google – $4–5 million.AMD1) Dependence on external fabs TSMC and GlobalFoundries.
2) Growth of quotas for AI‑chip production in the coming years.1) TSMC quotas: +10 k substrates (70→80 k) this year, possible 70 % increase next year.
2) Expected revenue from GPUs for AI infrastructure – $16.5 million (previous forecast $14.5 million).

What analysts at KeyBanc Capital Markets say
1. Intel

- The yield of good products at 18A technology reached 65 %. This is a good figure for a complex and risky tech process.

- In January this figure was 60 %, meaning that no more than 35 % of the 18A chips are defective.

- The company secured contracts from Apple to produce M‑series (14A) processors for MacBook and iPad.

- Recent information about Google’s interest in Intel’s packaging services using EMIB‑T technology suggests such a contract could bring the company up to $4–5 million.

2. AMD

- Because AMD is fully dependent on third‑party manufacturers (TSMC and GlobalFoundries), it can expect increased quotas for its orders over the next couple of years.

- TSMC will raise its quota from 70 to 80 thousand substrates for AMD AI chips already this year, and may lift the ceiling by another 70 % next year.

- Revenue from selling GPUs for AI infrastructure could reach $16.5 million instead of the previously forecasted $14.5 million.

- Both server‑processor manufacturers (Intel and AMD) are raising prices, which also positively affects their earnings.

Conclusion
- Intel demonstrates high efficiency in producing 18A technology and successfully secures large contracts with Apple and Google.

- AMD, despite its full dependence on external fabs, sees significant quota growth and potentially increases revenue from AI‑GPU.

Both companies continue to raise prices on their server processors, strengthening their financial performance.