US Stock Movement | Intel continues to rise 4.8% pre-market as reports say Nvidia plans to shift some chip manufacturing to Intel

Glonghui, January 28｜Intel (INTC.US) continues to rise 4.8% in pre-market trading, quoted at $46.04. According to sources in the supply chain, Nvidia is expected to launch the Feynman architecture platform in 2028 in cooperation with a certain foundry. In this collaboration, Nvidia adopts a strategy of "small volume, low-end, non-core." The GPU core chips will still be manufactured by TSMC, while the I/O chips will partially use the 18A process of the foundry or the 14A process scheduled for mass production in 2028, and will finally undergo advanced packaging by the foundry's EMIB. Based on the proportion of advanced packaging, the foundry accounts for up to about 25%, while TSMC accounts for about 75%.