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Intel's 18A Chip Process Under Evaluation by Nvidia and Broadcom

Testing by Nvidia and Broadcom could signal a potential turnaround for Intel's struggling foundry business as the U.S. pushes to boost domestic semiconductor production.

  • Nvidia and Broadcom are conducting tests on Intel's advanced 18A manufacturing process, evaluating its suitability for future contracts focused on AI chip production.
  • Intel's 18A process faces delays and technical challenges, with mass production now expected to ramp up in the second half of 2025, raising doubts about its readiness.
  • The U.S. government, under President Trump, is promoting domestic semiconductor manufacturing through tariffs on imported chips, positioning Intel as a key player in this strategy.
  • Intel's foundry business is undergoing restructuring, with plans to spin it off as a standalone entity, while competitors like TSMC and Broadcom reportedly explore potential acquisitions or partnerships.
  • Despite setbacks, Intel has secured deals with Amazon and Microsoft for 18A-based production, though details and volumes remain unclear, leaving the company's future uncertain.
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