Zhi Tong Cai Jing·2025-10-01 23:20Core Viewpoint - Intel is in preliminary talks with AMD to potentially manufacture some of AMD's chips, which could mark a significant breakthrough for Intel's foundry business [1] Group 1: Intel's Business Developments - Intel's stock surged by 7% following the news of the talks with AMD, while AMD's stock rose over 1% [1] - The collaboration, if successful, would enhance Intel's investment in advanced process development and signal its capability to handle top-tier customer orders in the semiconductor industry [1] - Intel's stock has increased nearly 77% year-to-date, reflecting growing investor confidence in its business recovery [1] Group 2: AMD's Position and Market Dynamics - AMD currently relies on TSMC for its chip manufacturing, and partnering with Intel would indicate AMD's confidence in Intel's foundry capabilities [1] - The report did not specify how much production capacity AMD might allocate to Intel [1] Group 3: Investor Sentiment and Market Reactions - Recent investments from major players, including the U.S. government, Nvidia, and SoftBank, are seen as a vote of confidence in Intel's transformation strategy and new CEO Pat Gelsinger [1] - Despite Nvidia's investment in Intel, there has been no commitment from Nvidia to utilize Intel's foundry services [1]