Overview
- In May 2026, CEO Lip‑Bu Tan said he moved all engineering reports to his office, removed internal silos, and rehired former staff to simplify product lines and speed fixes.
- Tan reported measurable manufacturing gains on Intel's 18A node, saying yields are improving at about seven to eight percent per month since he took over.
- He published a public timetable for the 14A node with risk production planned in 2028 and volume production in 2029, which he said would align with TSMC's timing.
- Tan pointed to commercial ties with customers and partners, including work tied to Apple and collaborations with Nvidia and projects like Terafab, as evidence of returning customer trust.
- The changes aim to win back server share lost to AMD after a multi‑year decline and to reassure customers and investors, but the outcome will depend on sustained yield gains and on‑time 14A ramp.