· Event impact
Nvidia evaluating Intel's 18A process node for chip manufacturing.
Transmission path
Nvidia's potential adoption of Intel's 18A process node would validate Intel's foundry capabilities, increase its market share in advanced manufacturing, and diversify Nvidia's supply chain, potentially reducing reliance on TSMC.
Market mechanism
Nvidia's potential adoption of Intel's 18A process node would validate Intel's foundry capabilities, increase its market share in advanced manufacturing, and diversify Nvidia's supply chain, potentially reducing reliance on TSMC.
Extended read
Intel's foundry business is showing significant momentum. This is evidenced by Google's substantial order for over three million TPU units, scheduled for delivery in 2028. More critically for the semiconductor industry, Nvidia is reportedly evaluating Intel's advanced 18A process node for its chip manufacturing needs. Intel's foundry unit reported $5.4 billion in revenue for Q1 2026, representing a 16% year-over-year increase. This segment now contributes a significant 40% to Intel's overall top line. A successful evaluation and subsequent adoption by Nvidia would be a major win for Intel, signaling its competitive resurgence in advanced semiconductor manufacturing and potentially shifting dynamics in the global foundry market, which is currently dominated by TSMC.
Exposed assets
INTC · NVDA · TSM · semiconductors
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