- Intel in talks to produce AMD chips despite the obstacles of major technology
- AMD can move production limited to Intel while protecting flagship processors
- Washington promotes the manufacture of American fleas as an intel woos and potential customers’ investors
In February 2025, although everyone was suddenly interested in throwing money on Intel, I wrote that the manufacturer of emblematic but besieged shavings could be about to merge with Globalfoundries – a rumor made all the more salted because Gloflo is the former foundry of AMD.
The title I gave him started with “Hell freezes, the pigs fly” because frankly, it seemed to be an unlikely situation.
Quick advance so far, and Semaor Report that Intel is in the first talks to add AMD as a foundry client, which is not as improbable as it was a few months ago, but still …
Not flagship fleas
Intel has been on something charming offensive lately, looking for customers and investors to support their efforts to establish themselves as a contractual flea manufacturer.
In recent weeks, he has aligned the financial support of the White House, Nvidia and Softbank, has been in talks with Apple and TSMC, and undoubtedly had some closed 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 built on the TSMC peak nodes, which Intel cannot yet correspond.
This makes him unlikely that AMD will give the production of his flagship products to his longtime rival.
At best, the manufacturer of resurgent chips could earn flea with lower or less complex margin, which would help to diversify the AMD supply chain and gain good will in Washington.
As a commentator on Tom material Suggest: “I wonder if AMD will make integrated (low -power apus) and networking (Pensando) stuff in Intel Fabs.
It is not yet clear to what extent the discussions took place, or if they would imply that AMD took direct participation in the arm of the Intel foundry, as other partners have done.
Semaor Said that the two companies have so far refused to comment on the issue.
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