from Hacker News

Intel in early talks to add AMD as foundry customer

by scrlk on 10/2/25, 10:15 AM with 4 comments

• by bcrl on 10/2/25, 12:39 PM

  Until Intel spins out their fabs into a separate entity, I don't think there is sufficient internal motivation to focus on the culture changes required to win and keep foundry customers. The rot of being a virtual monopoly for so long is simply too deeply engrained. Just as AMD spun out Global Foundries back in 2009 to survive, so must Intel.

• by rkagerer on 10/2/25, 11:31 AM

  Who'd have thought a couple decades ago that Intel would be making chips for AMD? Imagine if IBM had made clones for their PC competitors.

  Do you think some of these companies are investing in part because they don't want to see TSMC solidify a monopoly, and would prefer to have multiple suppliers?