Intel Plans Partnership with Nvidia to Boost Foundry Business

Intel is reportedly close to securing Nvidia as a foundry customer, a move that would significantly bolster its foundry ambitions and mark a strategic shift in the semiconductor industry. Analysts highlight that Nvidia's current supply shortfall for its RTX 50 series gaming GPUs makes collaboration with Intel appealing, especially as Intel's innovative 18A process node prepares for production. This partnership could alleviate Nvidia's production constraints and help the company meet rising demand for both gaming and AI chips. Despite positive developments, Intel faces challenges, including the departure of three board members, as it shifts focus toward more technically-minded leadership. Wall Street remains optimistic about Nvidia's long-term potential, with analysts issuing a 'strong buy' consensus despite recent market fluctuations. Overall, this potential partnership could enhance investor confidence in Intel's future in the competitive foundry market.