@bouncee：
$Intel(INTC)$ that's just what we know about so far. They already landed Microsoft, and they've said there are 4 other large customers for 18A. There are countless news article speculating as to who these large 18A customers are. Other articles say Intel has landed 7 of the top 10 fabless companies as Foundry customers. Ericsson is a known customer. Ericsson had 5G chips using Intel 4, before Intel's Meteor Lake chips on Intel 4 were released. From about 1 year ago there was an announcement of "a leading cloud, edge, and datacenter solutions provider as a leading-edge customer for Intel 3". Mediatek is known customer and I believe Qualcomm. All of these companies