Nvidia CEO Jen-Hsun Huang said on a conference call that he is interested in working with Intel foundry. In this regard, semiconductor industry analyst Lu Xingzhi pointed out that Huang Renxun used to disperse the risk of wafer foundry and consider cooperating with Intel to suppress the price increase of TSMC’s advanced process.
Moreover, Nvidia is not ignorant of the painful lessons of switching to the foundry. Of course, as the CEO of Nvidia, it is necessary to diversify the company’s foundry risks.
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In addition, Lu Xingzhi believes that NVIDIA’s move should be to understand the progress of the company’s various products’ process evolution through cooperation with Intel, and then it will become a secret agent of TSMC.
It is understood that Huang Renxun said that the cooperation on foundry issues will take a long time because it involves integrating the supply chain. When asked if he would be concerned about working with a competitor like Intel, Jensen Huang said trusting and working with industry partners is key, and Nvidia has long worked with many companies, including Intel.
