By Timothy Green
Publication Date: 2026-01-29 19:45:00
Intel could be close to a major foundry win.
DigiTimes reported on Wednesday that Nvidia is planning to tap Intel‘s (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.
If this Nvidia rumor is true, Intel’s foundry business will get a significant boost from the king of AI chips.
Image source: Intel.
A mix of wafers and packaging
DigiTimes reports that Nvidia is eyeing Intel Foundry for its Feynman generation of GPUs, which is set to debut in 2028. Given supply constraints at foundry leader TSMC, it would certainly make sense for Nvidia to seek alternative manufacturers.
According to the report, Intel won’t be manufacturing the GPU compute die. That highly complex part of the chip will stay with TSMC. The plan is for Nvidia to use the Intel 18A process, or potentially the upcoming Intel 14A process, for portions of the I/O die. The report notes that this is all contingent on yield improvements for these processes.
The I/O die contains memory controllers and handles inter-chip connectivity. It’s not as performance-critical as the GPU compute die, but it still requires an advanced process. Intel will reportedly also handle a portion of the advanced packaging needs for the Feynman family of GPUs. Intel’s EMIB technology will be used for up to 25% of…
