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Investing.com -- Intel (NASDAQ:INTC)’s first batch of Panther Lake engineering samples, produced using the Intel/IFS 18A advanced process, are currently under testing by major PC ODM/EMS manufacturers, according to TF International Securities analyst Ming-Chi Kuo.
However, Kuo’s industry research suggests that the production yield of Panther Lake is still less than 20-30% in early 2025, indicating a significant room for improvement. This low yield rate could potentially hinder Intel’s goal of mass producing the chips in the second half of the year.
In addition to production technology, Kuo identified organization, supply chain management, and culture as major challenges for IFS in securing orders from external customers. These factors are also considered to be unique competitive advantages for Taiwan Semiconductor Manufacturing Company (TSMC).
The analyst made these comments in a post on X. Kuo is well-known for his research and insights into the tech industry, particularly with regards to semiconductor manufacturing.
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