Intel CEO Lip-Bu Tan confirmed discussions with AMD CEO Lisa Su about potential cooperation, though specific areas remain unspecified. The talks follow AMD's prior evaluation of Intel's 14A node, with foundry work one possibility among packaging, software, or other collaborations. Most of the discussion focused on Intel's turnaround strategy, with Tan stating the company must "reclaim the leadership in CPU" and will now tailor Xeon chips to customer needs, admitting past pride prevented this approach.
Tan identified ASICs, co-packaged optics, physical AI, and advanced packaging as growth areas targeting 10% of Intel revenue. On the foundry side, 18A is in volume production while 14A has its 0.5 PDK released, with 0.9 pending and version 1.0 slated for volume production early next year. Intel previously targeted October for the 0.9 PDK handoff to outside customers, though Tan's "stay tuned" indicates delays.
The x86 rivals already cooperate on Zen DNN optimizations within Intel's one DNN library for Py Torch, and AMD is among companies reportedly weighing Intel Foundry deals. Intel reports Q3 2026 results on October 29, where Tan may face questions about AMD.
Source: TechPowerUp News · Summarized by HeadlinesBriefing