Intel’s 3M-Unit Google Chip Deal and Nvidia 18A Trials May Pressure TSMC
TSM•Intel secured an order to produce over three million TPU chips for Google by 2028 and is running early trials of its 18A process with Nvidia, signaling a strengthened foundry push. These developments could intensify competition for TSMC in advanced chip manufacturing and US-based production.
1. Intel Secures Major Google Order
Intel received an order from Google to manufacture more than three million TPU chips by 2028 following extensive testing of its advanced packaging systems, marking one of the largest foundry commitments Intel has secured to date.
2. Nvidia Begins 18A Process Trials
Nvidia has initiated early production trials of Intel’s 18A process technology to evaluate complex multi-chip designs, reflecting growing demand for advanced AI data center components and signaling confidence in Intel’s manufacturing roadmap.
3. Implications for TSMC Competition
These high-profile foundry wins may intensify competition for TSMC in advanced process nodes and strengthen Intel’s US-based production narrative, potentially altering global chip supply dynamics as customers seek diversified manufacturing partners.
