- Intel in conversations to produce AMD chips in spite of major technological obstacles
- AMD can switch limited production to Intel while protecting flagship processors
- Washington favors us chipmaking as Intel Woos -Investors and Potential Customers
Back in February 2025, long before everyone was suddenly interested in throwing money at Intel, I wrote that the iconic but binded chip producer could be merging with global foundries – a rumor made it all more Salacious, as Gloflo is AMD’s former foundry.
The headline I gave it started with “Hell frozen, pig flies” because it honestly seemed an unlikely situation.
Coil until now, and Semaphor Reports that Intel is in early conversations to add AMD as foundry customer, which is not as unlikely as it would have been a few months ago, but still …
Not flagship chips though
Intel has been on something of a charm -offensive recently and sought customers and investors to support his boost to establish themselves as a contract manager.
In recent weeks, it has created financial support from the White House, Nvidia and Softbank, been in conversations with Apple and TSMC, and undoubtedly had a few behind closed door calls with other members of the so -called magnificent 7.
For AMD, any foundry agreement with Intel would be more than a little complicated. Its most advanced processors are built on TSMC’s leading nodes that Intel is not yet able to match.
This makes it unlikely that AMD would transfer the production of its flagship products to its long -standing rival.
At best, the resurrected chipp producer may win some lower margin or less complex chips that would still help diversify AMD’s supply chain and earn goodwill in Washington.
As a commentator on Toms Hardware Suggested, “I wonder if AMD will make it embedded (APUs with low impact) and network (Pensando) things in Intel’s Fabs. It would make the most sense due to supply distances. Make little to make no sense to make chips in the US, send them to Taiwan/Malaysia and then back to the US.”
It is not yet clear how far discussions have passed or whether they would involve AMD taking a direct share in Intel’s casting arm, as other partners have done.
Semaphor says both companies have so far refused to comment on the matter.
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