Nvidia to collaborate with Intel? TSMC and Samsung Electronics may not be pleased
As of this month, Nvidia has surged 44%, TSMC has risen 20%, while Intel has fallen 3%.
This week, NVIDIA CEO sent an important signal to the world: Intel may be a viable alternative manufacturer to TSMC.
However, this month, NVIDIA has risen by 44%, TSMC has risen by 20%, and Intel has fallen by 3%.
Can NVIDIA cooperate with Intel?
On Tuesday, NVIDIA CEO Jensen Huang was asked if he was seeking to achieve supplier base diversification.
He pointed out that NVIDIA has a close long-term relationship with TSMC and Samsung Electronics in foundry services.
"The supply chain is very important to us, and NVIDIA produces in as many places as possible," he said. "We are open to working with Intel on production. We recently received test chip results for their next-generation process, and the results look good."
This is a significant moment, indicating that the relationship between the two giants is developing.
Intel pointed out that NVIDIA
If the two sides really establish a manufacturing partnership, it will be a win-win situation for both companies.
Intel will win much-needed top US customers for its fledgling chip manufacturing business.
NVIDIA will gain more diversified suppliers and another way to control TSMC's pricing.
Earlier this month, Intel executive Mark Gardner said that compared to TSMC, Intel is a geographically safer supply chain.
Gardner pointed out that Intel's chip manufacturing factories and chip assembly/testing/packaging locations are distributed worldwide, including the United States.
Can Intel make a comeback?
According to TrendForce data, TSMC's market share in third-party chip manufacturing is about 59%, followed by Samsung Electronics at 16%. Intel's share is small because it has just started to increase its foundry services to external customers.
Since joining two years ago, Intel CEO Pat Gelsinger has implemented an aggressive turnaround strategy and bet on expanding the company's foundry business.
Last month, the Intel CEO reiterated that he hopes to regain the leading position in chip manufacturing technology by 2025 and make five advances in process technology within four years.
But NVIDIA CEO's comments may be the best news for Gelsinger so far.
