半导体行业观察·2025-10-04 02:14Core Viewpoint - AMD has denied rumors of a potential partnership with Intel for chip manufacturing, calling the reports "false" and stating that it will not comment on speculation [2][3]. Group 1: AMD's Response - AMD's spokesperson emphasized that the company will not comment on rumors or speculation regarding its manufacturing business [3]. - The extent to which AMD might shift its manufacturing to Intel remains unclear, as AMD currently relies on TSMC for chip production [3]. Group 2: Intel's Position - Intel's stock price surged by 7% following the rumors, while AMD's stock rose by over 1% [2]. - The potential partnership could significantly boost Intel's foundry business, which is actively seeking major clients [2]. - Analysts suggest that securing AMD as a client would allow Intel's foundry to confidently invest in developing its manufacturing technology and send a strong signal about its capabilities to other chip companies [2]. Group 3: Market Context - Since 2025, Intel's stock has increased by nearly 77%, reflecting growing investor confidence in the company's turnaround efforts [2]. - Recent positive developments for Intel include substantial investments from the U.S. government, Nvidia, and SoftBank, which are seen as endorsements of CEO Pat Gelsinger's business strategy [3].