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Intel may be one step away from signing one of the most important contracts in the history of its Foundry division. According to recent reports, NVIDIA is set to entrust the company with part of the production of its future AI accelerators from the Feynman family. The collaboration would include both the production of silicon wafers and the use of advanced semiconductor packaging technologies. So far, neither side has officially confirmed the deal. Nevertheless, further signals from the market suggest the 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 could use both Intel's process technology and advanced chip packaging solutions. The talk centers on EMIB-T technology, which connects multiple processor elements, and Foveros Direct 3D, which enables vertical stacking of chips. These solutions are expected to compete with technologies offered by TSMC. Intel has been developing its manufacturing services for external customers for some time, and landing NVIDIA would be the biggest success for that business segment. Current CEO Lip-Bu Tan, during an earnings presentation, emphasized that Intel is increasing investments in fabs and packaging technologies thanks to long-term deals with customers. He did not, however, reveal the names of any partners. Those remarks are now being interpreted as a possible hint of collaboration with NVIDIA.
Feynman expected 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 said 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 at a time when TSMC is struggling with massive demand for AI chips. Another selling point would be the ability to manufacture some components on U.S. soil. It is worth stressing, however, that all information about the collaboration currently comes from unofficial sources and market analyses. Neither Intel nor NVIDIA have announced the signing of 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 manufacturing Feynman chips. For now, however, these reports are unconfirmed, so we'll have to wait for official details of the partnership. If the deal goes through, it could prove to be the biggest success for Intel Foundry since that business segment was launched.
source: wccftech
