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NVIDIA CFO Hints at Intel Foundry Services Partnership

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rjohnson11
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Monday, December 11, 2023 6:56 AM (permalink)
https://www.techpowerup.com/316587/nvidia-cfo-hints-at-intel-foundry-services-partnership
 
NVIDIA CFO Colette Kress, responding to a question in the Q&A session of the recent UBS Global Technology Conference, hinted at the possibility of NVIDIA onboarding a third semiconductor foundry partner besides its current TSMC and Samsung, with the implication being Intel Foundry Services (IFS). "We would love a third one. And that takes a work of what are they interested in terms of the services. Keep in mind, there is other ones that may come to the U.S. TSMC in the U.S. may be an option for us as well. Not necessarily different, but again in terms of the different region. Nothing that stops us from potentially adding another foundry."

NVIDIA currently sources its chips from TSMC and Samsung. It uses the premier Taiwanese fab for its latest "Ada" GPUs and "Hopper" AI processors, while using Samsung for its older generation "Ampere" GPUs. The addition of IFS as a third foundry partner could improve the company's supply-chain resilience in an uncertain geopolitical environment; given that IFS fabs are predominantly based in the US and the EU.
 
I personally believe major chip manufacturers need to diversify their production globally to avoid another chip shortage. 

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    ty_ger07
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    Re: NVIDIA CFO Hints at Intel Foundry Services Partnership Monday, December 11, 2023 2:56 PM (permalink)
    There's no meat there.  All they are doing is making vague statements that they are willing to diversify if they need to.

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