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Intel to make chips for AMD?

Political strategy aside a potential win-win, at least in the short term, for AMD even at the risk of giving a struggling competitor a shot in the arm as they can probably negotiate good terms allowing them (AMD) to make ground as well (i.e. focus more of their production allocation on advanced profitable lines on products which need it and move those that don't to Intel).
 
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Nice how money brings everybody together though how will some deal with the betrayal from AMD. :cry:
 
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Makes some degree of sense. Intel are building a load of fabs, more importantly, ones in the US, which aligns with all the tariff BS.

It's not like Intel are making anything decent so might as well make AMD products :p
 
Great, then AMD CPU's could fail like those 13th and 14th gen Intels :cry:
What a great marketing strategy to put Intel back on the top :P
 
Thing is, if I read it correctly and understand correctly; they wouldn't be putting products on those lines which are likely to suffer with the issues, they'd be either older 'mature' parts they want to keep manufacturing, but don't want to waste TSMC capacity on, or they'd be fringe/more experimental products which need production capacity that they didn't have available before, and again don't need the best of the best like the main top end server/HEDT/desktop stuff.

Realistically, the Intel issues were so widely publicised, they likely wouldnt put anything NEAR thier nodes of a profile likely to even risk hitting the failure points.
 
Its probably AMD looking to see if Intel can manufacture some lower end and older products at cheaper prices, because TSMC's pricing is getting ridiculous. But I dont think TSMC has any worry about losing high end orders to Intel
 
Mesai said:
Makes some degree of sense. Intel are building a load of fabs, more importantly, ones in the US, which aligns with all the tariff BS.

It's not like Intel are making anything decent so might as well make AMD products :p
Click to expand...

Intel are actually making some really decent parts. The Arc Pro range for example is pretty incredible for the price and the and 12 channel Xeon 6 parts although expensive AF are monstrously fast. Intel are just weak in the desktop range, but desktop performance is irrelevant as Intel have the market shown up by default.
 
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Seem to have high confidence in their 18A and future nodes. They may have actually cracked it but its all to be seen
 
Far more likely this is just prudence.

If a toddler is in charge of the White House, and AMD are now big enough to be considering dual-sourcing some parts: well before you can say "Sorry Samsung", they will have made some noises to buy some wafers from Intel. And most likely from an American Intel fab.

For this to please any market jitters about tarrifs and orange menace's ego, they don't actually have to make that many parts there. Unless Intel somehow make a decent node after 18A (because 18A has now been watered down so much it might as well be called Intel 30A), in which case dual-sourcing and having a part validated means they can take advantage.

Sure there are other factors, but like Nvidia deal tarrifs and pleasing the current US government is a large part of this IMO.
 
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