Intel CEO Lip-Bu Tan announced that the company is actively exploring potential collaboration opportunities with AMD. This development follows discussions held between Tan and AMD CEO Lisa Su, signaling a possible shift in the competitive dynamics of the semiconductor industry.
Intel is advancing its 14A process node, with the 0.5 version of the Process Design Kit (PDK) currently available. The company plans to release the 0.9 version soon, enabling risk production, followed by the 1.0 version for mass production early next year. Meanwhile, the 18A process has already entered the mass production phase.
According to a KeyBanc report, Intel has secured foundry orders from Broadcom for network switch chips and Google for server CPUs. Microsoft and Nvidia are also reportedly considering Intel for server processors and gaming GPUs, respectively. Potential clients like Amazon, Anthropic, and SpaceX are evaluating the 18A-P and 14A processes.
KeyBanc analysts suggest that Apple may have signed a long-term foundry agreement with Intel for M-series and A-series chips using the 14A process, though this remains unconfirmed. Additionally, the report notes that yields for the EMIB-T advanced packaging substrate currently range between 20% and 60%, depending on the supplier.
