1. DigiTimes reported that Nvidia is considering Intel Foundry for manufacturing and packaging in 2028, potentially worth over $1 billion to Intel. This move would help validate Intel’s foundry strategy and reduce Nvidia’s reliance on TSMC.
2. Nvidia is eyeing Intel Foundry for its GPUs in 2028, utilizing Intel’s process for portions of the I/O die while keeping GPU compute die with TSMC. Advanced packaging needs for the Feynman GPUs will be split between Intel and TSMC, potentially reducing Nvidia’s reliance on TSMC.
3. Intel’s CFO sees advanced packaging opportunities worth over $1 billion, aligning with potential deals with Nvidia for Intel Foundry services. This could be a multi-billion-dollar opportunity for Intel, attracting customers and validating its foundry ambitions amid supply constraints at TSMC.
4. Analysts are confident that Apple may use Intel 18A for M-series chips and potentially Intel 14A for future iPhone chips, boosting Intel’s revenue. Intel’s foundry needs external customers to compete with TSMC, and potential deals with Nvidia and Apple signal positive momentum for Intel’s foundry plans.

Read more at Nasdaq: Nvidia’s Next-Gen GPU Could be Coming to Intel Foundry