Recently, there have been frequent rumors in the market about the possible cooperation between AMD and Intel. When asked about the possibility of this matter, AMD CEO Su Zifeng did not give a clear response, but took a more ambiguous attitude.
With entities such as NVIDIA, SoftBank and the Trump administration all investing in Intel, it was reported last week that AMD is exploring the possibility of investing in Intel, but discussions are still in the early stages.
When asked by Bloomberg whether he would consider letting Intel manufacture chips, Lisa Su said, "The supply chain is a part that we manage very carefully. We have a very strong supply chain and have in-depth cooperation with TSMC. Of course, we will give priority to building factories in the United States, which is very important to AMD. This is the AI stack of the United States, and we also hope to complete as many links as possible in the United States."
Excluding political factors, the possibility of cooperation between AMD and Intel is not high, because AMD already has a dedicated and mature supply chain in the semiconductor field that is completely built by TSMC. In addition, from the perspective of product competition, because AMD and Intel overlap in the consumer market and data center fields, cooperation between the two parties will bring more complications, so cooperation opportunities should be relatively limited.
However, foreign media WCCFtech speculates that if Intel progresses smoothly, AMD may also consider a "dual-sourcing strategy". The report also pointed out that NVIDIA’s investment in Intel was partly due to political considerations. Although technical cooperation was also a factor, considering that the Trump administration holds shares in Intel, more technology giants may use this to establish good relations with the government in the future.
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