<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>

英特爾

AMDL

英特爾的股票在有報道稱與競爭對手 AMD 進行早期談判以製造芯片後上漲了超過 7%，而 AMD 的股票也略有上漲。這項潛在交易可能會增強英特爾的代工業務，而該業務一直在吸引客户方面面臨挑戰。分析師表示，獲得 AMD 的訂單將驗證英特爾的技術，並表明其具備大規模生產的能力。然而，英特爾目前缺乏製造 AMD 最先進芯片的技術，任何協議可能僅涵蓋 AMD 部分的製造需求。兩家公司均拒絕對此次討論發表評論

Intel Reportedly In Early Stage Talks To Make Chips For AMD

- 英特爾股價週三上漲超過 7%，因有消息稱其與 AMD 正在初步洽談代工。  
- 此交易將有助於英特爾的新制造部門吸引客户，提升市場信心。  
- 然而，英特爾目前缺乏生產 AMD 高端芯片的技術，協議可能僅涵蓋部分製造。

據報道，英特爾正在與 AMD 進行初步談判，商討為 AMD 製造芯片的事宜