Intel is reportedly in "early talks" with AMD to add the company as a customer to its Intel Foundry semiconductor services, where it could be making AMD chips in the future (say what).
In a new report from Semafor, we're hearing that "Intel is in early-stage talks to add AMD as a customer at Intel's factories, in what would be another vote of confidence in the struggling chipmaker" according to the usual "people familiar with the matter".
We don't know how much of AMD's semiconductor manufacturing would shift from TSMC to Intel if the two companies do indeed ink a deal, or whether it would come with a "direct investment" from AMD, adds Semafor. We could see the two chipmakers team up on process nodes like Intel 18A and Intel 14A, which would be a big deal for Intel Foundry Services, as it is desperately in need of big tech companies using its new nodes.
President Trump has been quite clear about getting as much manufacturing back onto American soil, and a deal like this would be perfect. TSMC is making new chips for big customers on US soil including Apple and AMD, but with Intel making chips for its main CPU competitor -- AMD -- that would be a big turnaround for the United States' semiconductor manufacturing future, and for Intel Foundry Services (IFS).
It was over 18 months ago now with former Intel CEO Pat Gelsinger who said that his company wanted to make chips for AMD, Google, NVIDIA, and Qualcomm at Intel Foundry Services... and now we're getting closer to that happening. You can read more on that story in the links above.
