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March 26 - NVIDIA is considering using Intel's foundry services to make GPUs for gamers, according to GuruFocus. if Intel wins NVIDIA's order, it would be a major win for Intel's foundry services, and could even be a turning point for its business, said Timothy Arcuri, an analyst at UBS.

Arcuri noted that Broadcom and NVIDIA, two AI chip giants, are considering using Intel's 18A (1.8-nanometre-scale) process technology for their products. However, he believes NVIDIA is ‘closer’ to adopting Intel as its second (or third) supplier than Broadcom. In addition, AMD has also shown interest in the manufacturing process, but the exact progress of its co-operation on the node's technology is unclear.

‘Intel is working hard to get Nvidia or Broadcom to commit to using its foundry services.’ Akoury wrote in a report to clients.

Note that in addition to the 18A process, Intel is also preparing a performance-enhanced version of its 18A-P process technology. The technology is capable of boosting performance while maintaining the same power consumption levels, or reducing power consumption with the same performance. Analysts believe that the 18A-P production node may be more attractive to external (fabless) customers who are looking for extreme performance and want to tightly control power consumption.

For Intel, common 18A manufacturing technology may be ideal for launching its next-generation Panther Lake client PC processors and Xeon 7 ‘Clearwater Forest’ datacentre CPUs, which need to be brought to market as quickly as possible. However, for fabless design companies such as NVIDIA and Broadcom, they may prefer the 18A-P enhancement process, which has better performance and may be a relatively more mature technology (e.g., lower performance variability, lower defect density, and potentially higher yields), similar to what they typically do when selecting advanced process nodes at TSMC.

Timothy Arcuri also reported that Intel's new CEO, Lip-Bu Tan, will focus on the company's chip design and foundry capabilities in the short term. Chen will make his first public presentation as Intel's CEO on 31 March at Intel's ‘Vision’ event in Las Vegas, which is aimed at analysts and investors.