Nvidia is reportedly open to using Intel Foundry Services to manufacture future GPUs, because it's seen the results of some test chips the company has produced on a future process node and they're apparently looking good.
Jensen was asked on if they qualify with other foundries than TSMC: NVIDIA is open to manufacturer with Intel. They saw the first results from Intels test chips of an upcoming process technology and they are looking good. pic.twitter.com/Ibfy2Cn9GhMay 30, 2023
At a Computex Q&A around the company's keynote at the Taipei trade show, Nvidia CEO, Jen-Hsun Huang, was asked about whether it qualifies chips with any other foundry outside of TSMC. The response was maybe surprising, but the fact that Nvidia is potentially considering using Intel's own fabs to create its GPUs is certainly interesting.
It also bodes well for Intel's upcoming nodes, whether they're used for someone else's chips or whether they're going to be used for Intel's own processors and graphics cards.
If a company the size of Nvidia considers Intel's upcoming production processes fit for purpose then that should mean that it's looking good both from a performance and efficiency point of view, as well as from a cost and yield standpoint. We don't know what that upcoming process referenced here actually is, but it's already got Amazon and Qualcomm signed up to use its Intel 20A process. Whichever node it is, this is a real positive in a world where things haven't been looking great for Intel recently.
Intel's relaunched Foundry Services (IFS) is aimed at rivalling TSMC as a US-based contract semiconductor manufacturer that will fashion silicon into chips using its advanced lithography and packaging technologies. Obviously, for a price. But
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