Intel seeks to secure Nvidia as a customer to boost foundry business, potentially driving stock up.

From Nasdaq: 2025-03-27 07:30:00

New Intel CEO Lip-Bu Tan aims to make the company’s foundry business a success, with the Intel 18A process node now ready for production to challenge TSMC. UBS analyst Timothy Arcuri suggests Intel may secure Nvidia as a customer, boosting confidence in Intel’s foundry business.

Nvidia may shift production to Intel due to gaming GPU supply constraints and the demand for AI chips. This move could help meet demand for both products while avoiding potential tariffs. While revenue from any deal would take time, winning Nvidia as a customer would enhance investor sentiment and boost Intel’s position.

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Read more at Nasdaq: Intel Stock Could Soar If This Nvidia Rumor Is True