The Information reports TSMC’s capacity shortfall is prompting major AI chip designers, including Google and NVIDIA, to quietly treat Intel as an alternative foundry. NVIDIA is evaluating Intel’s advanced packaging and 18A process for future chips, a

2026-06-08

The Information reports TSMC’s capacity shortfall is prompting major AI chip designers, including Google and NVIDIA, to quietly treat Intel as an alternative foundry. NVIDIA is evaluating Intel’s advanced packaging and 18A process for future chips, and Google has reportedly ordered Intel to produce more than 3 million TPUs in 2028. Intel shares rose over 10% in US pre-market trading on the report.