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Intel stock pops on news company is in early talks to add AMD as a customer

S

soAsian

Well-known member
Key Points
  • - Intel is in early talks with AMD to manufacture chips for it in its foundry business, according to a report from Semafor.
  • - If AMD were to start manufacturing chips with Intel, it would be a significant win for the company’s foundry business, which is currently seeking big customers.
  • - It would also signal that AMD, which competes with Intel in x86-based chips for PCs and servers, is confident doing its manufacturing with its biggest competitor.


No detail. just headline and "breaking news"
 
The source of the rumor:

Exclusive / Intel in early talks to add AMD as foundry customer

Intel is in early-stage talks to add AMD as a customer at Intel’s factories, in what would be another vote of confidence in the struggling chipmaker, according to people familiar with the matter.

In the past seven weeks, Intel has gained investment dollars and public support from the White House, Nvidia, and SoftBank, and is in talks for backing from Apple, Semafor and others have reported. AMD designs chips that are currently produced mostly by Taiwan’s TSMC, and Intel currently lacks the technology to produce AMD’s most advanced, profitable chips.

It’s unclear how much of their manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment by AMD, similar to the deals cut by other companies. It is possible that no agreement will be reached, the people said.

Spokespeople for Intel and AMD declined to comment. Intel shares rose around 3.5% on the news and are up around 77% for the year.

AMD has reason to stay in the White House’s good graces. Its significant business selling chips in China was hit by export restrictions earlier this year, which Trump recently loosened.


Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference for having a US chip-manufacturing champion, have diverted at least some of their production, mostly for less-advanced chips, towards Intel’s domestic foundries.

Intel for months has been speaking with prospective customers and investors about similar deals, people familiar with the company have previously said.

Intel once dominated, and still has a large market share, in more prosaic chips that power laptops. But the rapid advancement and adoption of AI chips, pioneered by Nvidia, has left it flat-footed.

* Semafor is a digital media company launched in October 2022 by journalist Ben Smith (former media columnist at The New York Times and editor-in-chief of BuzzFeed News) and Justin B. Smith (former CEO of Bloomberg Media).

www.semafor.com

Intel in early talks to add AMD as foundry customer

AMD relies on TSMC for most of its manufacturing, but the US government has made clear that bolstering Intel is a top priority.
www.semafor.com www.semafor.com
 
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone but I do not see HVM anytime soon. This seems to be a political move which is fine. The USG investment in Intel continues to pay dividends. Lisa Su does go to the White House and she has to compete with Nvidia. Exciting times in the semiconductor industry, absolutely.
 
"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference for having a US chip-manufacturing champion, have diverted at least some of their production, mostly for less-advanced chips, towards Intel’s domestic foundries."

Who has diverted at least some of their production toward Intels Domestic foundries?
 
MKWVentures said:
"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference for having a US chip-manufacturing champion, have diverted at least some of their production, mostly for less-advanced chips, towards Intel’s domestic foundries."

Who has diverted at least some of their production toward Intels Domestic foundries?
Click to expand...
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at that level. And they're often first to report news items. I view their "Breaking News" headlines as just an alert to look for the subject on a better website.
 
Daniel Nenni said:
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone but I do not see HVM anytime soon. This seems to be a political move which is fine. The USG investment in Intel continues to pay dividends. Lisa Su does go to the White House and she has to compete with Nvidia. Exciting times in the semiconductor industry, absolutely.
Click to expand...
Is it just me or are you guys also reminded of the Godfather line: "I am going to make him an offer he can't refuse!"

Seriously, TSMC has Apple and Nvidia ahead of AMD, so allocation may be tight?

The kind of semiconductor we are talking about here, the customers are all big whales, there are very few small fish left, let alone consumer demand. If you can't demonstrate volume, you don't get to play.
 
Last edited:
soAsian said:
Key Points
  • - Intel is in early talks with AMD to manufacture chips for it in its foundry business, according to a report from Semafor.
  • - If AMD were to start manufacturing chips with Intel, it would be a significant win for the company’s foundry business, which is currently seeking big customers.
  • - It would also signal that AMD, which competes with Intel in x86-based chips for PCs and servers, is confident doing its manufacturing with its biggest competitor.


No detail. just headline and "breaking news"
Click to expand...

True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The potential seems unlimited.

Other possibilities:
  1. Microsoft – Intel’s longtime friend from the good old days.
  2. Google – the long time search and browser rival; Intel and Google could definitely be friends.
  3. Amazon – already on friendly terms with Intel.
  4. Qualcomm – rumored at one point to have wanted to buy Intel.
  5. OpenAI – why not? They seem to have a huge need for chips.
  6. Oracle – $5 or $10 billion is small change for Larry Ellison, who seems to be in a good mood recently.
  7. Blackstone – with $1 trillion under management, it would be a small investment for them.
  8. Tesla – Elon Musk always wants to get involved in something or anything.
  9. Berkshire Hathaway – holding $344.09 billion in cash or cash equivalents, it could be a patriotic honor to invest in Intel.
  10. Facebook/Meta – possible, though unclear how much cash is left after hiring so many expensive AI gurus.
  11. Broadcom – one more holding would make Hock Tan’s list even more robust.
  12. IBM – it makes sense if IBM’s technology is strong enough to help Japan’s Rapidus, they could at least invest several billion in a fellow US semiconductor company like Intel.

OK, I think if people float one of these companies each month, Intel’s stock price will look great for the next 12 months.
 
bilau said:
Is it just me or are you guys also reminded of the Godfather line: "I am going to make him an offer he can't refuse!"

Seriously, TSMC has Apple and Nvidia ahead of AMD, so allocation may be tight?

The kind of semiconductor we are talking about here, the customers are all big whales, there are very few small fish left, let alone consumer demand. If you can't demonstrate volume, you don't get to play.
Click to expand...
6 months ago, AMD announced it was TSMC N2 first HPC customer and also a customer for TSMC Arizona: https://www.amd.com/en/newsroom/pre...es-first-tsmc-n2-product-silicon-milesto.html

But AMD CEO Lisa Su also mentioned that TSMC Arizona is 5%-20% more expensive than TSMC Taiwan: https://www.bloomberg.com/news/videos/2025-07-23/amd-ceo-lisa-su-on-the-cost-of-us-chips-video Maybe she is considering lower prices from Intel (if not also Samsung) when following the US production agenda.
 
hist78 said:
True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The potential seems unlimited.

Other possibilities:
  1. Microsoft – Intel’s longtime friend from the good old days.
  2. Google – the long time search and browser rival; Intel and Google could definitely be friends.
  3. Amazon – already on friendly terms with Intel.
  4. Qualcomm – rumored at one point to have wanted to buy Intel.
  5. OpenAI – why not? They seem to have a huge need for chips.
  6. Oracle – $5 or $10 billion is small change for Larry Ellison, who seems to be in a good mood recently.
  7. Blackstone – with $1 trillion under management, it would be a small investment for them.
  8. Tesla – Elon Musk always wants to get involved in something or anything.
  9. Berkshire Hathaway – holding $344.09 billion in cash or cash equivalents, it could be a patriotic honor to invest in Intel.
  10. Facebook/Meta – possible, though unclear how much cash is left after hiring so many expensive AI gurus.
  11. Broadcom – one more holding would make Hock Tan’s list even more robust.
  12. IBM – it makes sense if IBM’s technology is strong enough to help Japan’s Rapidus, they could at least invest several billion in a fellow US semiconductor company like Intel.

OK, I think if people float one of these companies each month, Intel’s stock price will look great for the next 12 months.
Click to expand...
You should add Baidu,Tiktok,Tencent,ali,deepseek,temu,etc.
 
Trump asked Lisa to join the party, Lisa said we don't have $5B of cash. How about some order to IFS instead.
 
blueone said:
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at that level. And they're often first to report news items. I view their "Breaking News" headlines as just an alert to look for the subject on a better website.
Click to expand...
An amazing newsflash from CNBC! Did you know? TSMC is the largest dedicated chip foundry in the world! An amazing revelation!


(So pathetic.)
 
blueone said:
How are you thinking AI will clean up the media? I'm not convinced most media people will fact-check their AI draft before publishing, and there will be even more misinformation out there.
Click to expand...

Just an easy one - AI does not do misleading titles as of yet. AI also checks multiple sources versus just one. I have been typing news titles into AI rather than copy/pasting the articles. So far so good:

Daniel Nenni

Thread 'Google Announces $15 Billion Investment in AI Data Center in India'

Google has committed to investing approximately $15 billion over the next five years (2026-2030) to build its largest AI infrastructure hub outside the United States in Visakhapatnam, Andhra Pradesh, India. This marks the company's biggest single investment in the country to date and is part of a broader push to expand AI capabilities amid surging global demand for cloud and AI services.

Key Details of the Project​

  • Location and Scale: The hub will feature a purpose-built data center campus with initial 1-gigawatt compute capacity, scalable to multiple gigawatts. It...
  • Wow
 
Daniel Nenni said:
Just an easy one - AI does not do misleading titles as of yet. AI also checks multiple sources versus just one. I have been typing news titles into AI rather than copy/pasting the articles. So far so good:

Daniel Nenni

Thread 'Google Announces $15 Billion Investment in AI Data Center in India'

Google has committed to investing approximately $15 billion over the next five years (2026-2030) to build its largest AI infrastructure hub outside the United States in Visakhapatnam, Andhra Pradesh, India. This marks the company's biggest single investment in the country to date and is part of a broader push to expand AI capabilities amid surging global demand for cloud and AI services.

Key Details of the Project​

  • Location and Scale: The hub will feature a purpose-built data center campus with initial 1-gigawatt compute capacity, scalable to multiple gigawatts. It...
  • Wow
Click to expand...
I think you're not a very good example of what might happen with the rest of the media. You are an expert, so you know when statements don't look quite right, and further checking or editing is required. Obviously, that's not case for most writers. I'm surprised some of these "journalists" can dress themselves in the morning. (Maybe they started the recent trend I see of wearing two different color socks and shoes?)
 
"In early talks"... these are the key words of the article. Why wouldn't AMD at least talk to Intel about their future nodes... but there is a far stretch between talking to them and signing a contract
 
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