Intel's 18A node, often referred to as Intel's silver lining, has just produced tangible result. In a LinkedIn post of Intel's engineering manager Pankaj Marria, we learn that Intel's 18A node is now being produced in initial wafer lots for testing and evaluation by Intel's customers. This means that Intel's 18A node PDK is officially in version 1.0, and customers are already using that PDK for testing of custom chips. "The Eagle has landed," noted the post, referring to the node development as a major milestone for a node developed and made in US. There were even posters with the same slogans being brought up, meaning that possible customers are also happy with inital test runs. With high-volume manufacturing slated for second half of 2025, we could even see 18A HVM going before initial targets.

Intel's leadership transition to CEO Lip-Bu Tan has overlapped with a recalibration of corporate messaging around the foundry business. Tan's internal communication explicitly frames Intel's strategy as a dual-track approach that maintains both product development and foundry services under unified corporate governance. This position counters speculation regarding potential foundry spinoff scenarios, though it doesn't categorically exclude future structural changes. Previous industry rumors had outlined potential joint venture configurations involving TSMC and major US semiconductor firms, including AMD, Broadcom, and NVIDIA, taking equity positions in a separate foundry entity. While such arrangements remain theoretically viable, Tan's emphasis on fab strategic importance aligns with predecessor Pat Gelsinger's manufacturing-centric vision, suggesting continuity in Intel's Foundry and Product model despite market pressure.