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Non-Tech : Kirk's Market Thoughts
COHR 166.69+7.9%Nov 10 3:59 PM EST

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To: Return to Sender who wrote (23323)3/3/2025 11:01:20 AM
From: Kirk ©1 Recommendation  Read Replies (1) of 26450
 
This doesn't seem like "news" unless the evaluations are going well. Having worked in the IC business... you always want your customers running "test chips" with new processes while in process development.

Update: Market Chatter: Nvidia, Broadcom Test Manufacturing With Intel
MT NEWSWIRES

Mar-03-2025 9:58 a.m. ET

09:58 AM EST, 03/03/2025 (MT Newswires) -- (Updates with Nvidia (NVDA) declining to comment in penultimate paragraph.)

Nvidia (NVDA) and Broadcom (AVGO) are conducting manufacturing tests with Intel (INTC) , Reuters reported Monday, citing two sources familiar with the matter.

The report said the two tests, using Intel's (INTC) 18A manufacturing process, suggest that the companies are evaluating whether to commit to large-scale manufacturing contracts with Intel (INTC).

Advanced Micro Devices (AMD) is also assessing whether Intel's (INTC) 18A process suits its needs, though it is unclear if it has sent test chips, unnamed sources told Reuters.

The tests are focused on evaluating Intel's (INTC) foundry for advanced AI processors and other chips, but their results don't guarantee new business for Intel (INTC), Reuters said.

A Nvidia (NVDA) spokesperson declined to comment in reply to a request sent by MT Newswires.

Broadcom (AVGO), Intel (INTC), and Advanced Micro Devices (AMD) did not immediately respond to MT Newswires' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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