Nvidia signs Intel Foundry to make parts of its Feynman AI chips, report says

According to Digitimes, citing supply-chain sources, Nvidia has signed with Intel Foundry to manufacture some parts of its forthcoming Feynman AI chips. Intel has struggled to attract foundry customers, with many preferring TSMC, and the company has been cautious about ramping up its 14A process.

On an earnings call last week Intel CFO David Zinsner said it is "aggressively getting tools on Intel 7, 10, 3, 18A" while "holding back on is 14A." That caution echoes a warning in an SEC filing earlier in 2025 from CEO Lip Bu-Tan, who said that "if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis." The filing added that Intel "may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects." Since that filing, both the US government and Nvidia have bought a stake in Intel Foundry, and the companies have said they will team up on some chips.

The report notes political pressure and US policy encouraging domestic chip manufacturing as factors that have shifted the calculus. Intel is also reported to be handling around 25% of Feynman packaging using its EMIB technology to connect dies, with TSMC expected to manage the remainder of production.

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