Key News Facts
Nvidia plans to engage Intel for foundry services, including manufacturing and advanced packaging, starting in 2028, according to a report by DigiTimes. This potential collaboration could generate over $1 billion in revenue for Intel and would validate its foundry strategy.
Intel is expected to utilize its 18A process for portions of Nvidia’s Feynman generation GPUs, with TSMC maintaining production of the more complex GPU compute die. This approach could help Nvidia reduce its reliance on TSMC amid supply constraints popularized by the AI boom.
Intel’s Chief Financial Officer, David Zinsner, indicated that the demand for advanced packaging is projected to exceed previous estimates, potentially leading to multiple billion-dollar opportunities as various customers engage with Intel for these services.
