---
title: "Intel 4Q25+ve: Demand outstripping supply, PL momentum, 18AP PDK 1.0 in customers' hands, 14A 0.5 PD"
description: "Intel 4Q25+ve: Demand outstripping supply, PL momentum, 18AP PDK 1.0 in customers' hands, 14A 0.5 PDK test chips ongoing, ASIC traction ($1B run-rate) and advanced packaging momentum, spending on Inte"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000420497.md"
published_at: "2026-01-23T10:11:24.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Intel 4Q25+ve: Demand outstripping supply, PL momentum, 18AP PDK 1.0 in customers' hands, 14A 0.5 PD

Intel 4Q25

+ve: Demand outstripping supply, PL momentum, 18AP PDK 1.0 in customers' hands, 14A 0.5 PDK test chips ongoing, ASIC traction ($1B run-rate) and advanced packaging momentum, spending on Intel7/3/18A capacity expansion in '26 (good news for semicaps), yields alone could add much capacity without capex

\-ve: supply tightness could cap rev; low yields, market share risk in PC and DC and 14A customer commitment (yet to come)

Source: Sravan Kundojjala

### Related Stocks

- [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md)
- [04335.HK - INTEL-T](https://longbridge.com/en/quote/04335.HK.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.