Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due to cost and capacity constraints, accelerating the shift toward multi-sourcing strategies.Recent supply chain reports reveal that Nvidia, alongside Apple, plans to collaborate with Intel on its 2028 Feynman architecture platform. Both companies are targeting "low volume, low-tier, non-core" production runs to align ...
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