It seems that Intel’s 14A process technology might succeed where the 18A did not. Reportedly, Nvidia and even AMD have shown interest in the processor giant’s upcoming technology. Analysts at GF Securities suggest it is quite likely that AMD will eventually choose Intel for the production of some of its chips, specifically server processors. To reiterate, Samsung will be manufacturing the Epyc CPU series Venice for AMD using its 2nm process technology. Apparently, it’s more cost-effective and convenient for AMD to utilize the capacities of Intel competitors rather than the overbooked TSMC for Epyc.
Furthermore, an unusual market situation is forming: for the first time in years, all three semiconductor giants are offering similar process technologies to all interested parties.
Recall that Intel previously placed a huge bet on 18A, but interest from other companies was rather weak. The 14A, however, stands out by involving potential clients from the earliest stages of process development, enabling the creation of more diverse chips tailored to specific customer requirements.
As for Nvidia, it’s unclear what it might produce using Intel’s facilities, although analysts also mention server solutions, potentially accelerators. It should be noted that Apple is also showing interest in Intel’s 14A process.
In recent news, Intel has been placing a strong emphasis on collaboration and innovation in semiconductor manufacturing, aiming to regain market leadership from its competitors. As global demand for more advanced chips increases, Intel’s strategy to include customers early in the development process might give it an edge in securing significant market partnerships.
