US Stock Market Move | Intel Corporation (INTC.US) rose nearly 9%, rumors that it will cooperate with NVIDIA Corporation on the next generation of GPU foundry work.

On Wednesday, Intel Corporation (INTC.US) rose nearly 9%, closing at $47.85. In terms of news, following Apple Inc., NVIDIA Corporation plans to shift some of its chip manufacturing business to Intel Corporation. Supply chain sources revealed that NVIDIA Corporation is expected to work with Intel Corporation on the Feynman architecture platform, set to be launched in 2028. This is the latest case of a major US technology company adjusting its supply chain strategy under the "Made in America" goal promoted by the Trump administration. According to reports, supply chain sources disclosed that in their collaboration with Intel Corporation, NVIDIA Corporation will adopt a strategy of "small quantity, low-end, non-core" cooperation. GPU core chips will still be manufactured by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, while I/O chips will partially use Intel Corporation's 18A or the 14A process scheduled for mass production in 2028, with final advanced packaging by Intel Corporation EMIB. Based on the proportion of advanced packaging, Intel Corporation will account for up to about 25%, while Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR will account for approximately 75%.