Redakcja Choose TV
Intel may be on the verge of signing one of the most important contracts in the history of its Foundry division. According to the latest reports, NVIDIA is set to entrust Intel with part of the production of its future AI accelerators from the Feynman family. The collaboration would cover both the production of silicon wafers and the use of advanced semiconductor packaging technologies. So far neither side has officially confirmed the deal. Nonetheless, further market signals suggest talks are at an advanced stage. If the reports are confirmed, it would be a huge success for the strategy being pursued by Intel’s new CEO.
NVIDIA may take an interest in Intel's manufacturing technologies
According to industry reports, future NVIDIA Feynman chips may use both Intel's process technology and its advanced chip packaging solutions. The focus is mainly on EMIB-T, which links multiple processor elements, and Foveros Direct 3D, which enables vertical stacking of chips. These solutions are intended to compete with technologies offered by TSMC. Intel has for some time been building out its foundry services for external customers, and landing NVIDIA would be the biggest success for that business segment. The company's current CEO, Lip-Bu Tan, emphasised during the earnings presentation that Intel is increasing investment in fabs and packaging technologies by signing long term deals with customers. He did not disclose any partner names. Those comments are now being read as a possible hint of cooperation with NVIDIA.
Feynman is set to be one of the most important AI platforms by the end of the decade
According to unofficial reports, the Feynman architecture is expected to replace the Rubin family and debut around 2028. The chips are expected to use a new generation of HBM memory and advanced 3D chip-stacking technologies. Intel hopes its solutions will allow it to offer NVIDIA additional production capacity while TSMC struggles with huge demand for AI chips. Another selling point would be the ability to produce some components in the United States. It is worth emphasising, however, that all information about the collaboration currently comes from unofficial sources and market analysis. Neither Intel nor NVIDIA have announced signing an agreement. Any project details may not be revealed until 2027 or 2028, when work on the Feynman platform is more advanced.
Reports suggest Intel could become one of NVIDIA's most important partners in producing Feynman chips. For now these are unconfirmed reports, so official details of the collaboration are still pending. If the deal goes ahead, it could prove to be the biggest success for Intel Foundry since the inception of this business segment.
source: wccftech
