Intel Foundry could manufacture future AMD chips

Despite its 18A woes, Intel Foundry's next node (14A) is set to mark the fledgling chipmaker's comeback. While Qualcomm may have opted to stay away,  Apple and Nvidia are said to have expressed interest in it, and now, if a report from Semafor is accurate, so has Intel's arch-rival: AMD. Apparently, it helps AMD stay in the White House's good books and potentially dodge some of President Trump's upcoming tariffs. 

Even if Intel and AMD do partner up, Team Red is unlikely to use Intel Foundry for its cutting-edge hardware. AMD's Epyc Venice CPUs have already taped out on TSMC N2, and Zen 6 is expected to follow suit next year. Besides, Intel 14A isn't scheduled to enter risk production until 2027, and if Intel's recent woes persist, there's a good chance it gets pushed back. Hence, AMD will likely continue to use TSMC for core components, such as CPU/GPU tiles, and utilise Intel Foundry for supporting components (Infinity Fabric, I/O die, etc.)