美股异动丨英特尔盘前续涨4.8%,据报英伟达计划部分芯片转向英特尔代工
Core Viewpoint - Intel (INTC.US) shares rose 4.8% to $46.04 ahead of market opening, driven by news of collaboration with Nvidia on the upcoming Feynman architecture platform expected to launch in 2028 [1] Group 1: Collaboration Details - Nvidia plans to adopt a "low-volume, low-tier, non-core" strategy in its collaboration with Intel [1] - The core GPU chips will continue to be manufactured by TSMC, while I/O chips will utilize Intel's 18A process or the 14A process scheduled for mass production in 2028 [1] Group 2: Market Share and Production - Intel is expected to account for approximately 25% of the advanced packaging, while TSMC will hold about 75% [1]