Intel's 18A process
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INTC Slides on NVDA Testing Halt
Youtubeยท 2025-12-24 16:03
Core Viewpoint - Intel's stock has seen a significant increase of approximately 78% in 2025 and over 35% since its partnership announcement with Nvidia in September, but is currently facing pressure due to Nvidia halting tests on Intel's chip manufacturing process [1][3][5]. Company Performance - Intel's stock performance has been strong this year, with a notable rise of 78%, although it experienced a slight decline of about 1.5% recently due to Nvidia's decision [1][5]. - The company has been gaining momentum through various deals, but its manufacturing unit is reportedly struggling with quality issues in producing in-house chips [3][4]. Partnership Developments - Nvidia and Broadcom had previously conducted manufacturing tests with Intel's 18A technology, but dissatisfaction from initial customer tests has led to reduced demand [4]. - Nvidia's abandonment of plans to utilize Intel's chip production process is a significant development, impacting Intel's stock performance [3][5]. Market Reactions - Despite the recent news, Intel's stock has shown resilience, bouncing back from lows, and is currently flat for the month [5][6]. - Analysts suggest that Nvidia's performance will be crucial for maintaining market momentum as the year ends [6].