Intel has successfully implemented its PowerVia backside power delivery technology, achieving a 6% increase in chip frequency and securing a competitive 6-12 month lead over TSMC as it gears up for the Intel 14A process launch in 2027. Despite facing supply constraints and fluctuations in stock value, with shares rising 12% before experiencing a subsequent drop of more than 12%, analysts have reacted positively, upgrading Intel's stock ratings significantly. Seaport Research upgraded Intel to 'Buy' with a price target of $65, while HSBC set their target at $50, reflecting the mixed sentiment surrounding the company's performance.
“Intel's implementation of backside power delivery is called PowerVia, and it debuted with the Intel 18A process.”
“In Intel's early testing, PowerVia enabled a 6% boost in chip frequency.”
“Assuming A16 enters volume production as planned, Intel has a head start of between 6-12 months.”
“Intel's monopoly on backside power delivery won't last beyond 2026, but at the very least, the company's success in launching the Intel 18A process using the technology is a sign that the company's innovation engine is back on track.”
“Next up for Intel is the Intel 14A process, which is scheduled for 2027.”
“If everything goes according to plan, Intel will beat TSMC to market again, this time with High-NA EUV lithography. TSMC may not start using High-NA EUV tools until 2028, putting Intel at least a year ahead.”
“Intel · is facing · supply constraints · true”
“Intel shares · are climbing · again · true”
“Intel (INTC) · is due to post · earnings · Thursday afternoon”
“Intel (INTC) · was up · shares · around 1.5% in premarket trading”
“Intel (INTC) · surged · shares · 12% in Wednesday's regular session”
“Intel (INTC) · received · an analyst upgrade”
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