Intel's 18A Process Reportedly Has Four Major Customers: AMD and NVIDIA Excluded for a Simple Reason

This article from cnBeta discusses the rumor that NVIDIA has stopped testing Intel's 18A process, which caused Intel's stock price to drop. The article suggests that even if the rumor is true, NVIDIA was unlikely to use Intel's process for its GPUs anyway. It implies that there are other factors at play, and that NVIDIA's decision isn't necessarily a major blow to Intel's foundry business. The article also mentions that Intel's 18A process has reportedly secured four major customers, although AMD and NVIDIA are not among them. The reason for their exclusion is not explicitly stated but implied to be strategic or technical.

• •NVIDIA's potential rejection of Intel's 18A process caused Intel's stock to drop.
• •The article suggests NVIDIA may not have been a likely customer for Intel's foundry services in the first place.
• •Intel's 18A process has reportedly secured four major customers, excluding AMD and NVIDIA.