Jing Ji Guan Cha Wang·2025-10-05 01:44Core Insights - Intel is in preliminary discussions with AMD to potentially become a wafer foundry customer for AMD's chips [2] - The talks are at an early stage, and there is uncertainty regarding the order volume or any direct investment from AMD in Intel [2] - AMD's advanced AI chips are primarily produced by TSMC, and Intel currently lacks the technology to manufacture AMD's most advanced chips [2] Industry Context - The U.S. government's recent decision to invest directly in Intel highlights its strategic importance as a national asset [2] - If AMD places orders with Intel, it could signify a "return of American manufacturing," benefiting both companies [2] - For Intel, securing AMD as a customer would validate its advanced manufacturing processes, while for AMD, it represents a strategy for supply chain diversification [2] Company Responses - Intel declined to comment on the discussions [2] - An AMD spokesperson stated that the company does not comment on market rumors or speculation [2]