Intel says two prospective customers are weighing 14A, with commitments due in H2 2026

On its Q4 2025 earnings call, Intel said two prospective customers are evaluating its 14A process. No firm external commitment exists yet, and Intel expects customers to start making supplier decisions in the second half of 2026. Intel has previously said it could pause or cancel 14A if it cannot land a major outside customer.

• Two prospective 14A customers, per Intel's earnings call
• No firm external commitments yet
• Customer decisions expected from H2 2026 into H1 2027
• Intel has warned that 14A could be paused or cancelled without a major outside customer