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Nvidia Reportedly Pauses Intel 18A Chip Tests, Knocking Intel Shares

The reported pause raises fresh questions about Intel's bid to win external AI chip orders.

Overview

  • Reuters, citing people familiar with the matter, reports Nvidia recently halted evaluations of using Intel’s 18A process for advanced AI chips, and the companies did not immediately comment.
  • Intel shares fell in premarket trading following the report of the halted production test.
  • An Intel spokesperson said the company’s 18A manufacturing technologies are progressing well and noted interest in its upcoming 14A node.
  • Intel recently opened Fab 52 in Ocotillo, Arizona, which it describes as its first mass-production facility using the 18A technique.
  • Nvidia’s $5 billion investment and broader partnership with Intel earlier this year did not include any commitment for Intel to manufacture Nvidia-designed chips.