AMD's CEO has commented on the rumors of a potential partnership with Intel in the chip industry, and there were instead 'mixed signals' from the executive.
AMD's CEO Doesn't Give a Certain Response On a Collaboration With Intel, But There Are Little Fronts to Partner Up On
The idea of an AMD-Intel partnership emerged last week in a previous report, where we discussed AMD's exploration of an investment in Team Blue, with talks at an early stage. The scope of the deal wasn't known at all, but the rumor emerged at a time when entities like NVIDIA, SoftBank, and the Trump administration were investing in Intel, so it did seem like a viable case for AMD as well. Now, while speaking with Bloomberg, AMD's CEO was asked whether her firm would look towards Intel for manufacturing chips, and the response was indeed a 'calculated one'.
Well, um, as you know, the supply chain is something that we work on, um, you know, very, uh, meticulously. I think we have a very strong supply chain. Uh, we’re certainly deeply partnered with, you know, TSMC across the supply chain.
Uh, you know, just to that, earlier question, uh, we’re absolutely prioritizing building in the United States because that I think that’s super important. This is the, um, the US AI stack. We want to have as much of it in the US as possible.
Of course, there are a few reasons why an AMD-Intel partnership could be formed, other than political aspirations, mainly because Team Red has a dedicated supply chain built entirely with TSMC on the semiconductor front. In terms of the products segment, AMD and Intel operate in the same segment, whether it is the consumer market or the DC industry; hence, collaboration only means more complexities for the rivals in particular, which is why a partnership on this front has much slimmer chances.
AMD's potential investment in Intel may occur if it sees optimism around Team Blue's nodes, such as 18A, which could lead Team Red to opt for a dual-sourcing strategy. However, this remains speculative for now. One of the reasons why NVIDIA was prompted to invest in Intel was partly political, since with the stake of the Trump adminstration in the company, tech giants might find it a wise move to formulate a partnership with Intel, to get into President Trump's 'good books', apart from, of course, the technical aspect of the deal.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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