Dan’s Biz Bookshelf: 'A View from the Top: Moving from Success to Significance'
The Chemical Connection: The Practice of Doing Business in Foreign Lands
It’s Only Common Sense: Pricing PCBs? It’s All in Their Heads
Intel Shares Surge Following Report of Early Talks to Make Chips for Rival AMD
October 3, 2025 | I-Connect007 Editorial TeamEstimated reading time: 1 minute
Intel shares jumped on October 1, following reports that the company is in early talks to manufacture chips for rival AMD through its foundry business, according to CNBC.
Intel stock rose 7% following, and AMD gained over 1% after Semafor reported the discussions. According to analysts, securing AMD would be a major win for Intel Foundry, giving it confidence to invest in manufacturing technology and signaling to the industry that Intel can take on external customers. AMD currently produces chips at Taiwan Semiconductor Manufacturing Co. (TSMC).
Intel has recently added significant investors, with the U.S. government purchasing a 9.9% stake, Nvidia investing $5 billion while agreeing to co-develop chips, and SoftBank buying $2 billion in shares. The collaboration with Nvidia followed Intel’s agreement in August to sell a 10% stake in the company to the U.S. government.
Intel shares are up nearly 77% in 2025; however, Intel declined to comment. An AMD spokesperson told CNBC, “AMD does not comment on rumor or speculation.”
While discussions with AMD are still in the early stages, MarketWatch reported that a deal with AMD could help secure demand for Intel’s advanced 14A node, which the company has warned it may discontinue without external customers. However, Bernstein analyst Stacy Rasgon told MarketWatch, “AMD and Intel appear to be much starker competitors than Nvidia and Intel in their current core markets, and we find it unlikely that either would really want to rely on the other, at least for now.” He also noted that AMD could more easily expand U.S. production through TSMC’s Arizona facilities.
Share on:
Testimonial
"The I-Connect007 team is outstanding—kind, responsive, and a true marketing partner. Their design team created fresh, eye-catching ads, and their editorial support polished our content to let our brand shine. Thank you all! "
Sweeney Ng - CEE PCBSuggested Items
AMD’s Lisa Su to Receive Inaugural SEMI Silicon Medal at SEMICON West 2025
09/08/2025 | SEMISEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, announced the introduction of the annual SEMI Silicon Medal, a prestigious award that celebrates semiconductor industry icons driving innovation and excellence.
IBM, AMD Join Forces to Build the Future of Computing
09/02/2025 | AMDIBM and AMD announced plans to develop next-generation computing architectures based on the combination of quantum computers and high-performance computing, known as quantum-centric supercomputing.
RTX's Lower Tier Air and Missile Defense Sensor Showcases 360-degree Protection in Latest Test
08/19/2025 | RTXRaytheon, an RTX business, successfully completed another 360-degree flight test for the Lower Tier Air and Missile Defense Sensor, or LTAMDS, using one of the radar's secondary arrays to track and intercept a complex, threat representative target.
U.S. Uses Secret Trackers to Trace AI Chips Diverted to China, Sources Say
08/18/2025 | I-Connect007 Editorial TeamTwo sources told Reuters that U.S. authorities have secretly placed location trackers in some advanced chip shipments they see as at high risk of illegal diversion to China. They said the trackers are intended to locate AI chips that are sent to locations restricted by U.S. export laws, but authorities only examine some shipments.
AMD Acquires Brium to Strengthen Open AI Software Ecosystem
06/05/2025 | AMDAt AMD, we’re committed to building a high-performance, open AI software ecosystem that empowers developers and drives innovation. Today, we’re excited to take another step forward with the acquisition of Brium, a team of world-class compiler and AI software experts with deep expertise in machine learning, AI inference, and performance optimization.