NVIDIA (NVIDIA), the artificial intelligence (AI) chip factory, invested US$5 billion in Intel, and both parties will jointly develop customized data centers and personal computer products. Semiconductor industry experts said that NVIDIA cooperates...
NVIDIA (NVIDIA), the artificial intelligence (AI) chip factory, invested US$5 billion in Intel, and both parties will jointly develop customized data centers and personal computer products. Semiconductor industry experts said that NVIDIA cooperates with Intel, Ultramicro (AMD) and Amm may be the first to be impeded, and NTD will not face NVIDIA's turnover risks.
After the previous Softbank and the US government invested Intel's $2 billion and $5.7 billion respectively, NVIDIA also invested Intel's $5 billion, shocking the semiconductor industry.
Liu Peizhen, president of the Taiwan Institute's Property Database, said that Intel's accumulated US$12.7 billion in funds from the Bank of China, the US government and NVIDIA, will help relieve Intel's short-term financial pressure.
Liu Peizhen said that NVIDIA and Intel should expect that by combining NVIDIAAI and related accelerator advantages, as well as Intel's central processor (CPU) advantages and x86's large resources, the competitive pressure of CPU and graphics processor manufacturers may increase.
She said that after observing Intel's advanced process yield and capacity scale, NVIDIA and Intel's current stage cooperation in the field of wafer foundry are relatively low. In the short term, NTD will still be the most important partner of NVIDIA's wafer foundry, and NTD's wafer foundry business is still stable.
Liu Peizhen said that Intel's advanced process promotion requires external assistance, and Taiwan Power should be the best choice considered by the US government. Whether the US government will impose pressure on Taiwan Power's stake in Intel in the future is the focus of continuous observation.
Extended reading: Spend USD 5 billion to invest in Intel! It is not about crystal OEM, what does NVIDIA want? NVIDIA and Intel cooperate to strengthen the principle of addition and do not change the original plan, and the cooperation with NTU will continue. Funding support from all parties and cooperation with NVIDIA, China News Service: Intel's short-term stock price has turned over NVIDIA acquires stake in Intel Mingchi Kuo: TEU AI chip orders are not affected 【Latest】NVIDIA invests US$5 billion in Intel to strengthen cooperation in developing chips, Intel Chen Liwu expressed his gratitude
