Intel CEO Pat Gelisinger emphasized that Intel currently has advanced process technology and self-production capabilities, and is willing to produce CPUs and GPUs for AMD and NVIDIA. It is expected that this move will have a certain impact on TSMC’s foundry business.
Pat Gelisinger said in an interview with The Verge that Intel has enough process production capacity for its own use. At the same time, it will cooperate with TSMC and Samsung on advanced process technology according to demand. As a result, Intel does not experience the lack of external foundry capacity that other companies face.
Intel earlier announced its entry into the chip foundry business, and during this visit, Pat Gelisinger also expressed his willingness to produce CPUs and GPUs for rival AMD and NVIDIA. Due to the complexity and uncertainty that Taiwan Strait is concerned about, many Fabless companies are planning to find foundries other than TSMC to ensure production capacity is not affected by geopolitical factors. Intel’s move just provides these companies with a new foundry option.