Intel will be the first chipmaker to use high-NA EUV lithography, giving it a potential advantage over TSMC. The company has long pointed to its 14A node in 2028 as the first node in which it will use high-NA.
Some Wall Street analysts think shares of Palantir and Intel -- both of which were great investments in 2025 -- will decline sharply in 2026. Palantir is a recognized leader in artificial intelligence (AI) platforms and AI decisioning software, but it's also the most expensive stock in the S&P 500 several times over.
A report states that Intel's 18A process node and production capacity could help it challenge Taiwan Semiconductor's lead in 2026. The chipmaker has had healthy demand for its data center products, and it is ready to fulfill more orders in the new year thanks to its Arizona factory.
Intel has a strong PC roadmap for 2026, including Panther Lake and Nova Lake. Both CPU families will use the cutting-edge Intel 18A manufacturing process.
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