Nvidia to use Intel Foveros in chip production starting in 2028
A new manufacturing arrangement could shift future chip production and supply chains between Nvidia and Intel.
Source →The trace
How it reaches your house.
Starting from NVIDIA Corporation, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Intel Foundry (IFS) →Stands to benefitNVIDIA CorporationNVDA
If Intel Foveros is adopted, Nvidia gets a second advanced-packaging source, which should reduce TSMC CoWoS bottlenecks and support future ramps.
“For NVIDIA, the appeal is pretty clear. It could take some pressure off TSMC’s packaging capacity, spread supply across more than one partner, reduce bottlenecks, and help support future production ramps.”
65% confidenceCited →NVIDIA Corporation →Stands to benefitIntel CorporationINTC
If NVIDIA shifts future advanced packaging to Intel Foveros, Intel gains new foundry/package work and validation for its IDM 2.0 strategy.
“For Intel, landing work like this would give real weight to its IDM 2.0 foundry push, which is all about winning business from outside chip designers.”
63% confidenceCited →