There's a lot of activity in the semiconductor industry these days. Recent reports surfaced that Nvidia has stopped testing Intel's advanced 18A (1.8nm class) manufacturing process. This has caused some concern among investors, as Intel is desperately trying to get its foundry business back on track.
But is it game over for Intel? Absolutely not! Futurum Group CEO Daniel Newman spoke candidly about the situation on CNBC, saying not to take it too seriously.
AI chips will launch a new era in the semiconductor sector, says Futurum CEO Daniel Newman
Key points Daniel Newman made:
- What happened with 18A? It's not new news that Nvidia tested and didn't move forward. Experts have already said that 18A is probably better suited for Intel's own products (like Panther Lake).
- Real hope lies with 14A: All eyes are on Intel's next node , 14A , which will enter production by 2028. That's when major clients like Apple and Nvidia will be able to take full advantage of Intel's fabs.
- Chip demand and supply crisis: The AI boom is driving demand for chips sky-high. TSMC alone can't handle it, so Intel's success is crucial for the entire industry.
- Government and industry support: A $10 billion investment from the US government, backing from Nvidia, ARM, and SoftBank are all supporting Intel. The US desperately needs domestic advanced chip production, so Intel will not be allowed to fail.
His cool predictions for 2026:
- Meta and Amazon will make a strong comeback in AI.
- Two mega IPOs are possible – Elon Musk's xAI and Sam Altman's OpenAI. Musk's IPO could even break records!
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At the end:
While Nvidia's testing halt is a setback, Newman says Nvidia inviting Intel to the party is a big positive sign. Intel's story is still unfolding in the long term – keep an eye on the roadmap and government support!
Source: CNBC Interview (December 24, 2025) – Video Link
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