<div id="readability-page-1"><div>Intel’s stock jumped over 7% Wednesday after Semafor reported the company is in early talks to make chips for longtime rival AMD in its foundry business. AMD shares also ticked higher, up more than 1% on Wednesday - and is up nearly 4% in Thursday trade.<img height="398" width="500" src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/Screenshot%202025-10-01%20at%2020.30.44.jpg/query-aXRvaz1RWm1hQmIzVg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/Screenshot%202025-10-01%20at%2020.30.44.jpg/query-aXRvaz1RWm1hQmIzVg"/>Such a deal would be a major boost for Intel’s relatively new manufacturing arm, which has struggled to attract big customers and has been one of the key reasons Wall Street has had trouble getting behind Intel as an investment.Analysts say landing AMD would not only validate Intel’s technology but also “send a signal to other chip companies” that the firm can handle large-scale production. AMD, for its part, would be entrusting critical chipmaking to its direct competitor—an unusual move given both companies battle in the x86 PC and server markets.<figure><img height="266" src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/G2QUcJUXkAASAvR_80.jpg/query-aXRvaz0yT1I4RVNPYw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="500" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/styles/inline_image_mobile/public/inline-images/G2QUcJUXkAASAvR_80.jpg/query-aXRvaz0yT1I4RVNPYw"/><figcaption>Illustration via TechPowerUp</figcaption></figure>It remains unclear how much manufacturing AMD would shift from TSMC, its current supplier. Both Intel and AMD declined to comment.Intel “currently lacks the technology to produce AMD’s most advanced, profitable chips,” Semaforwrote, meaning any potential deal may cover only part of AMD’s manufacturing, and “it is possible that no agreement will be reached.” Some reports suggest the arrangement could even involve a direct investment by AMD, similar to deals struck with other companies. Semafor has also reported Intel is in talks for backing from Apple.AsTom's Hardwarenotes;<blockquote>In the past several weeks, Intel has seen a flurry of activity and investments. The United States announced a 9.9% ownership stake in Intel, while Softbank bought $2 billion worth of shares. Alongside Nvidia, Intel announced new x86 chips using Nvidia graphics technology, with the graphics giant also purchasing $5 billion in Intel shares. There have also been reports that Intel and Apple have been exploring ways to work together.Such a partnership with AMD could validate former Intel CEO Pat Gelsinger's vision. He had previously expressed interest in building chips for all of the world's major tech companies, including long-time rival AMD. It's unknown if AMD is considering a stock purchase similar to Nvidia.AMD would be a major get for Intel, the latter of which has talked to many companies in a search for foundry customers. Current Intel CEO Lip-Bu Tan has suggested the company could stop offering its 18A node entirely if there isn't enough demand for it.</blockquote>The news comes as Intel seeks a turnaround under CEO Lip-Bu Tan. Recent backing from the U.S. government, Nvidia, and SoftBank has been seen as a vote of confidence, though Nvidia stopped short of committing to Intel’s foundry.Intel, once dominant in laptop chips, has been “left flat-footed” by Nvidia’s rapid rise in AI.Intel shares have surged nearly 77% in 2025. Still, doubts persist. As Bernstein’s Stacy Rasgon quipped: “If you aren’t sure they’ll come, don’t build it,&#34;according to IBD.</div>Loading recommendations...</div>

英特尔

AMDL

英特尔的股票在有报道称与竞争对手 AMD 进行早期谈判以制造芯片后上涨了超过 7%，而 AMD 的股票也略有上涨。这项潜在交易可能会增强英特尔的代工业务，而该业务一直在吸引客户方面面临挑战。分析师表示，获得 AMD 的订单将验证英特尔的技术，并表明其具备大规模生产的能力。然而，英特尔目前缺乏制造 AMD 最先进芯片的技术，任何协议可能仅涵盖 AMD 部分的制造需求。两家公司均拒绝对此次讨论发表评论

Intel Reportedly In Early Stage Talks To Make Chips For AMD

- 英特尔股价周三上涨超过 7%，因有消息称其与 AMD 正在初步洽谈代工。  
- 此交易将有助于英特尔的新制造部门吸引客户，提升市场信心。  
- 然而，英特尔目前缺乏生产 AMD 高端芯片的技术，协议可能仅涵盖部分制造。

据报道，英特尔正在与 AMD 进行初步谈判，商讨为 AMD 制造芯片的事宜