#1 out of 4
technology1d ago
AMD is planning a shock move to use Intel fabs to make chips according to a new rumour
- AMD may use Intel foundries in the US, signaling a potential shift in chip manufacturing strategy.
- The listing mentions Intel’s PowerVia technology as preferred experience for applicants.
- Analysts consider the move as a bargaining tool or a sign of evaluating Intel’s nodes, not a definite plan to switch fabs.
- Intel aims to push production with 18A nodes and PowerVia, which could influence AMD's strategy.
- The article notes other players, like TSMC, planning backside power on future nodes, shaping the competitive landscape.
- Industry watchers caution that the relationship with TSMC remains central to AMD’s production strategy.
- The report places the development in the context of US domestic chip manufacturing goals.
- The article frames the story as speculative, not confirmation of a manufacturing alliance.
- The piece references historic Intel production challenges to provide context for feasibility.
- The article includes a timeline-style note on how Node transitions affected product availability.
- The article highlights ongoing debates about who will supply future AI and gaming chips.
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