Ge Long Hui A P P·2025-10-01 22:31Core Insights - Intel is in early discussions with AMD regarding the possibility of AMD becoming a customer for Intel's foundry services [1] - The extent of production business that AMD might shift to Intel remains unclear, as does the potential for direct investment from AMD [1] - Following the news, Intel's stock price surged, increasing by over 6% at one point [1] Company Developments - Intel is exploring a partnership with AMD, which could signify a strategic shift in the semiconductor industry [1] - The discussions are at an early stage, indicating that no formal agreement has been reached yet [1] Market Reaction - The announcement led to a significant positive reaction in Intel's stock price, reflecting investor optimism about the potential collaboration [1]