半导体芯闻·2025-11-07 10:24Core Viewpoint - NVIDIA plans to collaborate with Intel to develop chips for personal computers and data centers, raising concerns about the potential impact on AMD's business due to increased competition and pricing pressure [3]. Group 1: NVIDIA and Intel Collaboration - The partnership between NVIDIA and Intel is expected to intensify competition for AMD, as NVIDIA will provide high-end GPU IP while Intel will contribute advanced packaging technology and x86 IP [3]. - AMD has expressed concerns in a filing with the SEC that this collaboration could adversely affect its business and financial performance [3]. - The new chips from this collaboration are projected to take several years before they hit the market, with Intel aiming to launch its first Halo-level chip (Nova Lake-AX series) between 2026 and 2027 [3]. Group 2: AMD's Response and Developments - AMD's Ryzen AI MAX chips have already been launched, offering strong performance on mobile platforms, and the company is preparing to release an upgraded version of Strix Halo next year [4]. - AMD is expected to gain more market share, particularly in the handheld device sector, with the introduction of new SKU products [4]. - A key AI executive from Intel, Saurabh Kulkarni, is reportedly moving to AMD, which could bolster AMD's challenge against NVIDIA in the AI infrastructure space [4]. Group 3: AMD's Growth Prospects - AMD's data center strategy has surpassed Intel's, successfully securing significant clients like OpenAI [4]. - AMD's CEO, Lisa Su, indicated that the company anticipates achieving hundreds of billions in annual revenue from its Instinct GPU business by 2027 [4].