Intel in Early Talks to Foundry AMD Chips

Intel is in early-stage talks to add AMD as a customer for its nascent foundry business, though scope and volume remain unclear. Intel currently lacks the process technology to make AMD’s most advanced chips, which are primarily produced at TSMC. The discussions come as Intel has recently drawn fresh investment and backing — including a reported near-10% U.S. stake, SoftBank involvement and ties to Nvidia — that could make such partnerships more attractive. Intel’s foundry effort has struggled to win customers, and executives have warned they may curtail certain nodes (such as 18A) if demand is insufficient. News of the talks pushed Intel shares higher, but spokespeople for both companies declined to comment and insiders say no agreement or AMD investment is guaranteed.