Apple and NVIDIA evaluate manufacturing chips with Intel in their advanced nodes
The foundry business Intel (Intel Foundry) continues to gain prominence in the semiconductor industry. According to a recent report by UBS Groupthe company could be close to securing major contracts with some of the world’s most influential tech giants. This renewed interest reinforces the position of Intel Foundry as an increasingly relevant competitor to TSMC in the global market.
Intel Foundry could close agreements with Apple, AMD, NVIDIA and Google
The investment bank highlights that companies such as Apple, AMD, NVIDIA, Google and Broadcom They would be evaluating manufacturing their chips using Intel’s advanced processes. These include nodes 18A, 18A-P, 18A-PT and the future 14Awhose version 1.0 design kit (PDK) is emerging as a key catalyst for the signing of new agreements this fall.
Rumors suggest that Apple could manufacture part of its processors Apple Silicon of the M series in 2027 using the node 18A-P. For its part, Google would be interested in taking advantage of Intel’s advanced packaging technologies for the development of its TPU processing units, which would consolidate the company’s relevance in the artificial intelligence sector.
EMIB and Foveros technologies reinforce Intel’s strategy
Beyond its manufacturing nodes, Intel is also attracting industry attention thanks to its advanced packaging solutions, such as EMIB and Foveros. These technologies allow chiplets to be integrated in 2D, 2.5D and 3D configurations, offering higher levels of performance and energy efficiency for high-performance applications and data centers.
The company has demonstrated configurations of up to 47 tiles in a single packageopening the door to next-generation computing solutions. These capabilities represent a solid alternative to technologies such as TSMC CoWoSwhich faces challenges in the production of large chips.
The Intel 14A node is emerging as the great catalyst
According to UBS, the availability of 14A PDK 1.0 It will be decisive in consolidating customer trust and accelerating the acquisition of new contracts. The firm expects multiple commitments in the foundry business to be announced in the fall, which could mark a turning point in Intel’s strategy to regain its industry leadership.
Although TSMC remains the preferred choice for its reliability and large-scale production capacity, Intel’s investments in technological innovation and logistics are beginning to bear fruit. If these agreements are confirmed, Intel Foundry would position itself as a key player in advanced semiconductor manufacturing for years to come.
