Intel nears major deal with Nvidia for 18A process

Intel Corporation is reportedly close to securing a significant contract with Nvidia, which could enhance its foundry operations as it competes with industry leader TSMC. Analyst Timothy Arcuri from UBS indicates that Nvidia is considering Intel's 18A (1.8 nm-class) process technology for its gaming GPUs, potentially allowing Nvidia to diversify its supply chain and reduce reliance on TSMC. Intel's newly appointed CEO, Lip-Bu Tan, aims to attract major clients like Nvidia and Broadcom to revitalize the struggling firm, focusing on customer satisfaction and efficient chip design. The enhanced 18A-P process could further appeal to Nvidia by offering improved performance or reduced power consumption. If successful, this deal would mark a turning point for Intel's foundry business and signal a regained competitive edge in the semiconductor manufacturing landscape. Nvidia's potential partnership with Intel could shift the dynamics within the chip industry significantly.