Intel to Manufacture Nvidia First-Level Chips on Advanced 18A-P Process
NVDA•President Trump said Intel secured a foundry deal to manufacture Nvidia's first-level chips on its advanced 18A-P process in Intel’s U.S. fabs. The arrangement could expand Nvidia’s production capacity onshore and leverage Intel’s recent transition of 18A-P into risk production.
1. Foundry Agreement for Nvidia Chips
The U.S. President announced that Intel secured a foundry agreement to produce Nvidia’s first-level GPUs using its advanced 18A-P node. This marks a shift as Nvidia diversifies its production base beyond traditional partners.
2. Intel’s 18A-P Process Transition
Intel recently moved its 18A-P node into risk production at its Arizona and Oregon campuses, signaling readiness for high-volume manufacturing. This process features sub-angstrom gate pitch technology designed to support high-performance AI workloads.
3. Implications for Nvidia’s Supply Chain
Outsourcing first-level chip manufacturing to Intel could boost Nvidia’s onshore production capacity and reduce reliance on a single foundry. The deal may strengthen supply security in response to global semiconductor tensions.
4. Strategic U.S. Manufacturing Context
The agreement supports broader U.S. efforts to repatriate advanced chip fabrication by leveraging government-backed investments in domestic fabs. It aligns with Nvidia’s AI hardware growth and national security priorities.
