US EditionExclusive: Nvidia to Reportedly Shift 2028 Chip Production to Intel, Reshaping TSMC Strategy
Nvidia and Apple will outsource up to 25% of advanced packaging and low-tier chip production to Intel to meet U.S. manufacturing mandates and diversify supply chains.
- On Wednesday, DigiTimes Asia reported Nvidia and Apple plan to shift some contract semiconductor manufacturing to Intel, focusing on Nvidia's Feynman GPU with partial production starting in 2028.
- U.S. manufacturing mandates and tariffs under the Trump administration pushed major American chipmakers to diversify supply chains amid TSMC's constrained packaging capacity and cost challenges.
- Technically, the split assigns Nvidia to keep the GPU die at TSMC while using Intel's 18A or planned 14A process for I/O die and EMIB advanced packaging covering 25% of final packaging, with Nvidia investing $5 billion in Intel stock.
- Intel stock jumped 10.8% Wednesday after DigiTimes reported the shift, though S&P Global Market Intelligence analysts note Intel remains unprofitable and cash-burning.
- Longer-Term, the shift could reduce monopoly concerns and political pressure, while TSMC retains most high-end contracts, strengthening its bargaining power.
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Why Intel Stock Popped Today
Key PointsDigiTimes Asia reports Apple and Nvidia may be prepared to partner with Intel.Both tech giants may view Intel's foundries as a way to diversify their supply chains away from TSMC.10 stocks we like better than Intel › Intel (NASDAQ: INTC) stock soared 10.8% through 11:30 a.m. ET Wednesday after DigiTimes Asia, in an "exclusive" report, broke a story that Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are planning to shift at least some …
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due to cost and capacity constraints, accelerating the shift toward multi-sourcing strategies.
TSMC was thought to be unassailable and Intel relegated to the sidelines, but geopolitics and American pressure are changing the game. By 2028, Nvidia and Apple could well entrust some of their chips to the Santa Clara giant, but not just any chips. [Read more] All our articles are also on our Google profile: follow us so you don't miss anything!
Apple and Nvidia considering Intel for 2028 chip production, report claims — non-core products may be outsourced, driven by tariffs and geopolitical concerns
Apple and Nvidia are reportedly working with Intel to produce some of their products in the U.S., but it is an open question which of their products Intel can actually make.
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