Asit Sharma
speaker
746 appearances
7 recordings
1 series
first heard Nov 2025
last heard 27 Jan
Asit Sharma’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
This represents a comeback for Intel.
If you ever hear that Intel's a comeback story, this is part and parcel of that.
Where we get into these distinctions between 18A and 14A, to put it simply, you can imagine the same process, but getting more refined in stage two.
18A is distinguished by two things.
These nanosheet transistors, and then moving the power from the front of the wafer to the back of the wafer.
Nothing in 18A should be taken as that number represents some kind of smaller aperture or whatnot.
As you said, it's really already a 2 nanometer and below process.
Very, very intricate designs on a chip.
When you move from 18A to 14A, what's going to happen is these machines that ASML makes, it's most valuable...
machines.
These are lithography machines that companies like Intel buy to write onto silicon substrates.
They're going to use their latest and greatest machines, which are high NA EUV machines.
This is interesting because ASML has been waiting for
its customers to adopt their latest technology.
Funnily enough, it could be Intel that's at the forefront of that.
But to get to 14a, and the reason why I'm going to this level of detail, it takes a lot.
It's going to have to prove out this first process.
Of course, they now have
processor that's recently been released that runs on 18A.
It's going to take a while, Tim, to get to 14A for that process to be widely adopted by major players.
Showing 101–120 of 746 · page 6 of 38
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