This is important. Intel indicates its foundry breakeven date could be pushed beyond prior exiting '27. This is to account for incremental expenses to support 14A customer. Sees winning an external customer in the next 6-12 months critical. 18A initial wafers expensive as they use an R&D fab but once they shift to Fab 52 Intel should see better margins. 18A yields are improving at a rate of 7% per month. Intel is still not where it wants to be when it comes to yields.
Source: Sravan Kundojjala
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