At Goldman Sachs technology conference, Intel's presentation spanned multiple Q&A sessions, where the company talked about its upcoming products. On the topic of 14A node, which will be a turning point for Intel Foundry, John Pitzer, Intel's Corporate Vice President of Corporate Planning & Investor Relations, gave a clear message. He stated that "we're just not going to add capacity until we see demand and the need for it. And I think that, that's a shift from how we've been operating in the prior 3-plus years where we did have a little bit of a strategy as if we build it, they might come. And quite frankly, I think the most tangible sort of example of the overspending is over the last 3 or 4 years, our assets under construction went from $20 billion to $50 billion."

However, this doesn't mean that Intel 14A is not getting capacity. Quite the opposite, the company reassures "We are all-in on 14A development." This simply confirms Intel's prior plans to keep 14A capacity lower initially, which is an opposite tactic where the 18A buildout saw massive initial capacity buildup, with little external customer interest. Finally, Pitzer added remars on co-designing the 14A node with partners and customers: "The big difference on Intel 14A is right in the definitional phase, we are actively engaged with external customers to define the node. And we're also working with Intel products. But quite frankly, what that really means is 14A from the get-go is more suitable for external foundry customers. It also means we're getting earlier, more and better feedback from those external customers. We've talked about sort of some of the hard design choices for 14A that our customers will need to make probably happening in the second half of '26 going into the first half of '27 as far as proof points. But given the interaction we're having today, we'll have a good sense of the trajectory of our success probably well before that."