Shares of Intel (INTC) extended gains in after-hours trading as rumors swirled that NVIDIA may be turning to the US-based semiconductor company to diversify its chip manufacturing.
INTC rose more than 3% on Monday, according to Yahoo Finance.
Taiwan-based outlet DigiTimes reported Monday, citing supply chain sources, that NVIDIA plans to collaborate with Intel on its Feynman architecture.
Under the reported arrangement, NVIDIA would manufacture the I/O die using Intel’s 18A or 14A process, with mass production expected around 2028. The main compute die would continue to be produced by TSMC.
The report follows renewed speculation that Apple is reviving its chip-making relationship with Intel, with Intel acting solely as a contract manufacturer, while Apple retains full control over chip design.
Such a shift has been the subject of industry chatter for some time. Analyst Ming-Chi Kuo said last November that Intel could begin producing Apple’s lower-end M-series chips using its 18AP process as early as 2027.
These potential moves would allow tech giants to comply with US “Made in America” goals, manage tariffs, and reduce dependency on TSMC without disrupting high-end, high-volume manufacturing.