Rumor: Nvidia will outsource some work on next-gen Feynman GPUs to Intel Foundry in 2028, mainly production of I/O dies and advanced packaging, media report, with Nvidia to use either Intel 18A or 14A for the I/O dies and EMIB packaging for 25% of Feynman, while 75% use TSMC’s CoWoS. TSMC will make all GPU dies. The story also reiterates the rumored entry-level Apple M-series chips to be made at Intel Foundry. $NVIDIA(NVDA.US) $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) #semiconductors
Source: Dan Nystedt
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