Upper analysts Intel In Intel says less than 30 %. The huge production in the second half of the year 2025 “The Challenge” – Intel (Nasdaq: Intc), Taiwan Seiconductor (NYSE: TSM)

Ming Che KoAnd an analyst in the famous industry, he recently shared his vision on the productivity of Intel Lake production, indicating an improvement in an improvement.

What happenedTuesday, KUO was published on X about the first batch of Lake Panther engineering samples, which were produced using Intel company Intc And ifs’ 18A advanced process knot. These samples are currently tested by the main PC ODM/EMS main manufacturers.

Industry research in Kuo indicates that the productivity of Panther Lake Production is less than 20-30 % in early 2025, making it difficult to achieve mass production in the second half of the year. He also pointed to the challenges facing IFS in obtaining orders from external customers, such as the management and culture of the supply chain. In comparison, the analyst highlights Taiwan semiconductors TSM As a strong example.

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Why do it matterIntel was returning to the advanced 18A operation knot to return to profitability by 2026. The 18A node, which appeared in the upcoming launch operations such as Lake Lake and Clearwateer Forest, is the most semiconductor manufacturing technique in Intel. However, Wall Street has eyes on the implementation of this project. However, with a kUo finding the success of this advanced operation knot is still doubtful.

Another big project that Intel is suspended by its hope is Lake Nova Lake, which was released in 2026. Although the exact specifications are unclear, it is said that Lake Nova solves the issue of memory access time that strongly affects Lake Arrow Lake.

Meanwhile, Taiwan denied receiving any request from TSMC regarding obtaining an Intel stake. Minister of Economy Taiwan, Kuo Jyh HueiIt was reported on Tuesday that the ministry did not receive any information related to an investment request abroad from the Taiwanese chips maker, Reuters said.

Intel shares fell more than 5 % in the trading session on Tuesday. The recent uncertainty in the market, including the limitations for the export of potential chips to China and the chips law, added pressure on the semiconductor giant.

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