UBS: Intel's strategic shift focuses on chip design to compete for orders from Nvidia and Broadcom

Zhitong
2025.03.26 02:33

UBS analyst Timothy Arcuri pointed out in a report that Intel may shift its current strategy to focus on chip design and strengthen its foundry business by courting important clients such as NVIDIA and Broadcom. In addition, Intel is developing a new, lower-tier advanced process version called 18AP, which may be more attractive to these potential clients

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