1. The news from the U.S. stock market suggests that Intel is expected to win NVIDIA's gaming GPU Order, which would be a significant victory for its chip manufacturing division. 2. Intel is also preparing its enhanced performance 18A-P technology to meet external customer demand for low-power, high-performance chips. 3. Intel's CEO Pat Gelsinger will deliver his first public speech at the Vision Conference next Monday, and the market is expecting more guidance.
According to financial news on March 28 (Editor: Ma Lan), after welcoming the new CEO Pat Gelsinger, Intel seems to have regained its investment vitality. There are reports that the company is about to secure $NVIDIA (NVDA.US)$ a gaming GPU Order.
After this news broke, $Intel (INTC.US)$ Intel's stock price closed slightly up by 0.85% on Thursday, as investors hope to receive more information to support their optimistic sentiment towards Intel.
Reportedly, this news comes from UBS Group Analyst Timothy Arcuri, who stated that Broadcom and NVIDIA, two giants in AI chips, are considering including Intel's 18A process as one of their manufacturing options. NVIDIA is reportedly closer to reaching a partnership compared to Broadcom and may adopt Intel as its second or third supplier.
Arcuri also pointed out that AMD is quite interested in the 18A process. If Intel successfully secures NVIDIA's Order, it will be a significant victory and a turning point for Intel's chip foundry.
Chen Liwu's determination.
According to reports, in addition to 18A, Intel is also preparing an enhanced performance 18A-P technology, which is expected to further improve chip performance at the same power level. Analysts believe that this production node may be more attractive to external customers who hope to minimize power consumption while maximizing performance.
Arcuri also noted that Chen Liwu will emphasize the company's chip design and foundry capabilities in the short term, continuing the plans of the previous CEO. However, he also acknowledged that currently, there is little understanding of Chen Liwu's plans in the market outside of Intel.
Next Monday, Chen Liwu will give his first public speech as Intel's CEO at the Intel Vision Conference, and the market hopes to gain guidance on Intel's future development direction.
At the same time, it is reported that three directors of Intel will no longer continue to serve. Reports suggest that Intel is reducing board members with academic and financial backgrounds and is shifting towards collaborating with more technically-focused individuals. This also reflects Intel's increased focus on product and foundry development goals.
In addition, Acuri stated that Intel's collaboration with United Microelectronics Corporation (UMC) in Taiwan may make Intel-UMC the second largest high-performance FinFET supplier after Taiwan Semiconductor and may provide chips for Apple next year.
Editor/rice
