Intel has just 18 months to land a big customer or its cutting-edge fabs are history. That's according to Bernstein & Co. analyst, Stacy Rasgon (via Oregon Live).
Specifically, Intel itself has said it plans to start making chips on its next-next-gen 14A node (the one that comes after the actual next-gen 18A process due later this year) in 2028 or 2029. While that may seem a while off, Rasgon thinks the ramp up time involved with getting a new process running means Intel has just 18 months from now to "land a hero customer on 14A" for its chip foundry business.
