
Intel is reportedly revitalizing its foundry business amid challenging times by collaborating with Broadcom and Nvidia to test the viability of its 18A process node for high-performance GPUs and critical processors.
The well-known adage, “Don’t put all your eggs in one basket,” aptly describes how semiconductor giants are currently approaching manufacturing. TSMC has dominated the landscape for CPUs, GPUs, and SoCs for various devices, which underlines the significance of Intel’s move.
According to a recent report by Reuters, both Broadcom and Nvidia are assessing Intel’s new 18A process node for their chipset needs. Although this testing may not lead to either company’s commitment to using Intel for production, it opens up a viable alternative to their current options.
Moreover, AMD is also reportedly evaluating whether Intel’s 18A process could meet its production requirements. Such a partnership would be unprecedented in the industry.
Intel’s 18A technology claims performance levels comparable to TSMC’s N2 while being slightly less dense in transistor count. The facility handling this technology is in Arizona, making it an attractive option for potential clients to avoid international trade tariffs.
In a landscape dominated by a few manufacturers, Intel’s potential resurgence could offer much-needed relief and competition in chip supply chains.