AMD, NVIDIA, and Broadcom Are Warming Up to Intel’s 18A Manufacturing Process, It’s Claimed

[Tsing]

Some of NVIDIA and Broadcom's future chips may be fabricated on Intel's 18A manufacturing process despite the company's recent troubles, which are said to include contract manufacturing business delays to mid-2026 and low revenue expectations until at least 2027, according to a new report from Reuters.

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[Slag-King]

It would be delicious irony that AMD uses intel fabs just to outsell intel in datacenter and other businesses. Never thought we would be having this discussion about AMD and intel, yet here we are!

 

[Grimlakin]

It would be delicious irony that AMD uses intel fabs just to outsell intel in datacenter and other businesses. Never thought we would be having this discussion about AMD and intel, yet here we are!

Hell AMD could use Intel fabs just for their video card business and still reap rewards if they can get stuff in channel for next gen NOW. Then maybe there would be enough production to meet demand.

Of course Nvidia could choose to release EVEN BIGGER GPU's with more cores of everything for a 5090TI variant. But that would pull even more away from their AI business... questions abound!

But perhaps the most valuable thing Intel has to offer is Fab time to the other chip makers. Especially if their demand is waning. It's not like it isn't a profitable business plan. And THAT'S what investors shine to.