智通财经网·2025-09-19 01:55Core Viewpoint - The strategic collaboration between Nvidia (NVDA.US) and Intel (INTC.US) is expected to define the next generation of AI PCs and accelerate their development [1] Group 1: Collaboration Impact - Nvidia faces uncertainties regarding its self-developed Windows on ARM processors, while Intel is unlikely to quickly enhance its competitiveness in the GPU sector in the short term [1] - The deep cooperation between CPU and GPU from both companies is anticipated to bring strong synergies and competitive advantages to the PC ecosystem [1] Group 2: Semiconductor Industry Insights - TSMC's leading position in advanced process technology is expected to last at least until 2030, and the collaboration between Nvidia and Intel is unlikely to alter this landscape [1] - AI chips rely on cutting-edge advanced process technology, thus TSMC's order outlook in the AI chip sector remains strong and is expected to be unaffected by the collaboration [1] Group 3: Future Opportunities - Overall, the partnership between Nvidia and Intel is viewed as a significant driving force for the rapid development of AI PCs, bringing more innovation and opportunities to the future AI chip supply chain [1]