By Simply Wall St
Publication Date: 2026-01-31 17:12:00
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Reports suggest Nvidia and Apple are exploring using Intel’s foundry and advanced packaging capacity for future chips from around 2028.
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The discussions center on Intel’s 18A and 14A process nodes as part of its push to grow external foundry services.
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Any formal agreements could influence the balance of global chip manufacturing capacity and U.S. supply chain planning.
Intel (NasdaqGS:INTC) is best known for its PC and data center processors. Management has been repositioning the company as a contract manufacturer for other chip designers. Interest from Nvidia and Apple would place Intel more directly in competition with established foundries that handle much of the world’s advanced chip output. For investors, this development relates to whether Intel’s manufacturing roadmap is attracting large, technically demanding customers.
The potential partnerships are still at the discussion stage and any production would be years away. As a result, this is more about future capacity and customer mix than near-term earnings. If even part of this foundry work materializes, it could broaden Intel’s revenue sources and give the company stronger ties across the U.S. chip supply chain. The key question for you is how much weight to put on these early signals when assessing Intel’s longer-term role in global manufacturing.
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