Intel Reportedly Wins Slice Of NVIDIA's 2028 GPU Chip Packaging In Strategy Shift

Intel may take on a limited role in manufacturing and packaging NVIDIA's next-next-generation GPUs, according to a report from DigiTimes Asia. Citing supply chain sources, DigiTimes reports that NVIDIA plans to partially involve Intel in production of its post-Rubin "Feynman" GPU architecture, expected in late 2028. Under the reported arrangement, the primary GPU compute die would remain with TSMC, while portions of the I/O die and up to 25% of final advanced packaging could shift to Intel.

While this makes sense—especially given the excellent efficiency of the just-released Panther Lake processors partially fabricated on Intel's 18A process—it's not for reasons of superior process technology. Instead, it's really about politics and the appearance of diversification.

The report says Intel's contribution would rely on either its cutting-edge 18A process or its upcoming 14A node, with advanced packaging handled via Intel's EMIB technology. TSMC ...