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Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information

B

Brady

Well-known member
From Reuters because paywall:
June 8 (Reuters) - Alphabet's (GOOGL.O)Google has placed an order with Intel (INTC.O) to manufacture more than three million tensor processing units in 2028, The Information reported on Monday, citing people with direct knowledge of the discussions.
Nvidia (NVDA.O) is also evaluating whether Intel's technology can ‌be used to make a processor that combines four graphics chips into a single unit, although it has not placed an order with the company yet, the report said.
Click to expand...
https://www.reuters.com/business/go...-manufacturer-information-reports-2026-06-08/
 
Is the Not TSMC market taking off?

3 million sounds like a lot but in reality isn’t many chips compared to, say, consumer PCs shipping 100M+ devices a year.
 
Brady said:
Is the Not TSMC market taking off?

3 million sounds like a lot but in reality isn’t many chips compared to, say, consumer PCs shipping 100M+ devices a year.
Click to expand...
depends on chip size. there are 25M DC CPUs per year, 250M PC CPUs, 1.4B phone processors, IDK how many GPUs/TPUs

3M TPUS is a good chunk but if it was one chip it is about 1/10th of a Fab. 1-2B in Revenue including packaging.
 
Given that CC Wei is saying that "Supply Won’t Meet AI-Fueled Demand for Years" the NOT TSMC Market has never been better. Lip-Bu is doing a great job but his timing could not have been better with the Intel Foundry push.

TSMC N2 won the first wave of 2nm business but Intel 18P and Samsung SF2 are now viable alternatives. 1.4nm is another story. Intel has a good shot at some first wave business. Samsung SF1.4 probably not.

As it stands today TSMC A14 and Intel 14A will start HVM in 2028 and Samsung is a year or more behind that if you match yield. Intel Foundry is working closely with PDF Solutions on 14A yield so I have very high hopes.
 
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