Intel's 18A process chip is attracting attention: Nvidia and Broadcom are conducting production tests, while AMD is in the evaluation stage
According to two insiders, Nvidia (NVDA.O) and Broadcom (AVGO.O) are collaborating with Intel (INTC.O) on production testing, showing initial confidence in Intel's advanced manufacturing technology. The tests utilize Intel's 18A process, a series of technologies and methods developed over several years to produce advanced artificial intelligence processors and other complex chips. These tests indicate that both companies are close to deciding whether to award Intel a contract worth hundreds of millions of dollars for foundry services. This decision could bring unexpected revenue to Intel and endorse its foundry business. AMD (AMD.O) is also evaluating whether Intel's 18A manufacturing process meets its needs, but it is currently unclear whether AMD has sent test chips to Intel's factory. An Intel spokesperson stated, "We do not comment on specific customers, but we see strong interest and engagement from the entire ecosystem regarding Intel's 18A."