Nvidia and Broadcom Test Intel's 18A Chip Manufacturing Process
Nvidia and Broadcom are conducting manufacturing tests with Intel's 18A process, potentially leading to contracts worth hundreds of millions of dollars, as they assess the behavior and capabilities of the 18A process. This move could bolster Intel's contract manufacturing business, which has faced delays and lacks a prominent chip designer customer, highlighting the importance of timely delivery in the complex semiconductor industry. The outcome of these tests will be crucial for Intel's ability to secure new business and maintain its competitive position in the global market.
- The success of Nvidia and Broadcom's testing could have significant implications for Intel's contract manufacturing business, potentially disrupting the fragile balance between demand and supply in the chip industry.
- How will Intel's ongoing delays in delivering chips for some customers relying on third-party intellectual property impact its ability to secure new contracts with major technology companies?