On June 8th, The Information reported that TSMC's constrained production capacity has inadvertently opened a window of opportunity for Intel. Amid soaring demand for chip fabrication, AI chip developers like Google and Nvidia are now eyeing Intel as a viable alternative manufacturing partner. Nvidia is currently assessing Intel's cutting-edge advanced packaging technologies and its 18A process for potential use in future chip production. Meanwhile, Google has secured a deal with Intel, tasking the latter with producing over 3 million TPUs by 2028. This news sent Intel's pre-market stock price soaring by over 10% on the US stock exchange.
