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Apple, Nvidia, Google, Microsoft...pretty much all the big US players in the chip business are reportedly evaluating…
Major US tech companies including Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, and Qualcomm are reportedly evaluating Intel's upcoming 14A semiconductor manufacturing node. This interest stems from Intel's improving technical data, the industry's search for alternatives to TSMC, and political pressure for on-shoring chip production.
Evening Tech Bits
Intel's market capitalization reached its highest point in 25 years, exceeding $300 billion, driven by strong performance in CPUs, AI, and foundry services. The company's Arc GPUs are also seeing improved compatibility and performance.
Intel bigs up its latest 18A chip node as fit for external customers but probably not Nvidia, for now
Intel is marketing its new 18A chip node as suitable for external customers, not just its own products, according to CFO Dave Zinsner. While Intel and Nvidia have a product collaboration involving CPUs and GPUs, Zinsner indicated that Nvidia is not currently expected to use Intel's foundry services for manufacturing its GPUs.
