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Hard to square the "we're canceling 20A because 18A is coming out way better than we thought" narrative with this report that also came out yesterday:

https://www.reuters.com/technology/intel-manufacturing-busin...

Broadcom, one of Intel's first (and largest) new foundry customers, is saying their 18A samples all failed their testing and that they "concluded the manufacturing process is not yet viable to move to high-volume production".

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The announcement made by Broadcom is weird, because according to what Intel has been saying for a long time, the 18A process was expected to become ready for high-volume production only around the middle of 2025.

Therefore it is absolutely normal that it is not ready at this time.

What Broadcom could say is that for example a TSMC process that is nine months away from high-volume production would already at this time have better yields than demonstrated now by Intel and that Broadcom does not trust enough Intel that in nine months they will succeed to increase the yields at the level desired by Broadcom.

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