New Delhi: AMD has recently responded to the report, which claimed that the company is in early discussions with the rival chipmaker Intel to manufacture chips for AMD’s products within Intel’s foundry business. According to some sources, it has come to light that this potential partnership may represent a significant victory for the Intel Foundry, which is actively seeking major customers. Industry analysts note that securing a large client like AMD will allow Intel’s foundry to confidently invest in developing its manufacturing technology and would send a strong signal to other chip companies about Intel’s capabilities.
It has also signified that AMD, Intel’s biggest competitor in x86-based chips for PCs and servers, is confident in trusting its core manufacturing to its rival. Intel shares rose 7% on Wednesday, while AMD shares were up over 1%. Intel’s stock has seen a nearly 77% rise so far in 2025, as investors gain confidence in the chipmaker’s turnaround efforts.
AMD does not comment on the rumour or speculation, but the extent to which AMD would shift to Intel remains unclear; it is to be noted that AMD currently relies on TSMC for its chip production. The news follows some of the series of positive developments for Intel in recent weeks, including securing significant investments from the US government, Nvidia and Softbank. These endorsements are widely seen as votes of confidence in Intel’s business strategy under CEO Lip-Bu Tan, though Nvidia did not commit to using Intel’s foundry services.
