- Intel in conversations to produce AMD chips despite the main technology obstacles
- AMD can change limited production to Intel while protecting flagship processors
- Washington favors the manufacture of US joints such as invel woos investors and potential customers
In February 2025, long before everyone suddenly interested in throwing money into Intel, I wrote that the iconic but besieged chips manufacturer could be about to merge with Globalfoundries, a rumor made him more salaz, since Gloflo is the former AMD smelting.
The head that said began with “Hell Freezes, the pigs fly” because, frankly, it seemed an unlikely situation.
Fast advance so far, and Traffic light Informs that Intel is in early conversations to add AMD as a foundry client, which is not as unlikely as it would have been a few months ago, but still …
Although not flagship
Intel has been in a kind of charm offensive lately, looking for clients and investors to support their impulse to establish themselves as a manufacturer of contract chips.
In recent weeks, the financial support of the White House, Nvidia and Softbank has aligned, has been in conversations with Apple and TSMC, and without a doubt had some closed door conversations with other members of the so -called magnificent 7.
For AMD, any Foundry Agreement with Intel would be more than a bit complicated. Its most advanced processors are based on the VSMC avant -garde nodes, which Intel cannot yet coincide.
This makes AMD unlikely to deliver the production of its flagship products to its rival for a long time.
In the best case, the resurgual chips manufacturer could win some chips of lower margin or less complex, which would still help diversify AMD’s supply chain and gain good will in Washington.
As commentator in Tom hardware I suggested: “I wonder if AMD will do embedded things (low power APU) and networks (thinking) in Intel manufacturers. That would make more sense to me, due to supply distances. It makes little or no sense to make fries in the United States, send them to Taiwan/Malaysia and then to the United States.”
It is not yet clear how far the discussions have come, or if they would involve AMD to take a direct participation in Intel’s foundry arm, as other partners have done.
Traffic light He says that both companies so far have declined to comment on the matter.
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