Intel reportedly in talks to take over AMD's CPU manufacturing

Intel and AMD are fierce rivals in the CPU market, and recently, foreign media outlet Semafor reported that Intel has begun negotiations to produce AMD's CPUs in its own factories.

Intel in early talks to add AMD as foundry customer | Semafor
https://www.semafor.com/article/10/01/2025/intel-amd-foundry-customer-deal

Intel is able to both design and manufacture semiconductors in-house, whereas AMD designs its own CPUs and GPUs but outsources manufacturing to foundries such as TSMC.

In 2021, under the leadership of former CEO Pat Gelsinger, Intel announced a plan to expand its foundry services called ' IDM 2.0 ,' aiming to improve profits by producing semiconductors designed by other companies at Intel's factories.

Intel announces 'IDM 2.0' to invest over 2 trillion yen to expand foundry services, with some pointing out that it is 'aiming to manufacture Apple Silicon' - GIGAZINE

Semafor reported that Intel is in early discussions with AMD to add it as a customer for its fabs, citing people familiar with the matter. However, it is unclear which process Intel is considering.

Intel is working to reduce the size of its semiconductor manufacturing process to catch up with TSMC, but it is reported that it is struggling to build the manufacturing technology for the 18A (1.8nm) process by August 2025.

Intel is struggling to manufacture its 18A process, with only 10% meeting specifications as of summer 2025 - GIGAZINE

Intel signed a $2 billion investment agreement with SoftBank Group on August 19, 2025.

SoftBank signs deal to invest $2 billion in Intel & Trump administration also in talks to acquire 10% of Intel shares - GIGAZINE

Additionally, on September 18, 2025, NVIDIA announced that it had purchased approximately 740 billion yen worth of Intel shares. In addition, the two companies also announced plans to jointly develop 'Intel x86 RTX SOCs,' a PC SoC equipped with NVIDIA GPUs.

NVIDIA purchases Intel shares worth approximately 740 billion yen, and also announces joint development of NVIDIA graphics-equipped PC SoCs 'Intel x86 RTX SOCs' and chips for AI data centers - GIGAZINE

It has also been reported that Intel is approaching Apple for investment as part of its restructuring plan.

Intel approaches Apple for investment as part of business restructuring plan - GIGAZINE