After CEO Pat Gelsinger (Pat Kissinger) took office, he put forward IDM 2.0 strategy, including promoting advanced processes such as 7nm, building fabs and opening OEM services.
At the time, Intel said that the foundry business will not set a very high bar, for a variety of architecture products are welcome.
So it shouldn't come as a surprise to learn that Intel and Nvidia are in contract manufacturing talks.
According to Tom, a strong alliance between TSMC and AMD, or between TSMC and Apple, would be a "thorn in the side" for Intel and Nvidia. Although Samsung also has a very advanced manufacturing process, Nvidia feels that it is not enough and needs to find a backup solution. At 10nm and beyond, Intel is the only one with mass production capabilities.
It's important to note that the details of the negotiations that have come out so far indicate that Nvidia's need for Intel technology is limited to emergency situations.
Frankly, the news should also be treated with caution. After all, Intel's own GPUs, chipsets and so on are still dependent on TSMC in the future. How about now to save the strength of service NV?
Nvidia's next-generation GPU ("Ampere Next"), slated for release in 2022, will be powered by Samsung's 5nm technology.