Intel Foundry Hits 85% Yield, Winning Chip Orders as ASML Validates High NA EUV

Intel Foundry has reached an approximately 85% yield milestone on its leading-edge 18A process node, improving foundry economics and attracting new orders, according to KeyBanc Capital Markets. The figure gains additional weight from independent validation by ASML, which confirmed Intel Foundry became the first company to ship a high-volume logic product using High NA EUV lithography on Panther Lake processors that are currently shipping to customers. The report also highlights Intel EMIB-T advanced packaging reaching 98% yield, matching TSMC’s CoWoS performance level. That matters for AI infrastructure because CoWoS has been a major supply constraint for hyperscalers. Intel’s 18A entered high-volume manufacturing in late 2025 and improved from roughly 65% yield in the prior quarter.