智通财经网·2026-01-28 15:18Core Viewpoint - Intel's stock rose nearly 9% to $47.85 following news that Nvidia plans to shift part of its chip manufacturing to Intel's foundry services, marking a strategic adjustment in supply chain under the "Made in America" initiative [1] Group 1: Company Developments - Nvidia is expected to collaborate with Intel on its Feynman architecture platform, set to launch in 2028, indicating a significant partnership between the two tech giants [1] - The collaboration will involve a strategy of "low-volume, low-tier, non-core" products, with Nvidia continuing to rely on TSMC for its core GPU chips [1] Group 2: Manufacturing and Production Details - Intel will utilize its 18A process technology and the upcoming 14A process for I/O chips, with advanced packaging handled by Intel's EMIB technology [1] - In terms of advanced packaging, Intel is projected to account for approximately 25% of the total, while TSMC will represent about 75% [1]