In a research note seen by 9to5Mac today, Pu says that Intel has a “solid external customers pipeline” for 14A, which is the company’s 1.4nm-class process technology. Among the companies in that pipeline are Apple, AMD, and Nvidia.
“We reiterate our expectation of potential order-wins such as Apple’s SP SoC and NVDA/AMD’s x86 server chips,” Pu says.