Nvidia buys $5B in Intel stock in seismic deal

Re:Nvidia buys $5B in Intel stock in seismic deal by throwaway2037 on Thursday September 18, 2025 @08:04PM (#45296493)

    > Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshor[e]

TSMC is building state of the art fabs in Arizona, USA. Samsung in Texas, USA. I assume these are being done to reduce geopolitical risk on all sides.

Something that I never read about: Why can't NVidia use Samsung fabs? They are very close to TSMC state of the art.

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Re:Nvidia buys $5B in Intel stock in seismic deal by mrheosuper on Thursday September 18, 2025 @10:30PM (#45297357)

Maybe after being bitten by Samsung on their RTX3000 GPU. Power Spike and a lot of heat.

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Re:Nvidia buys $5B in Intel stock in seismic deal by re-thc on Thursday September 18, 2025 @10:50PM (#45297454)

> They are very close to TSMC state of the art.

They're not. Most have tried at 1 point. Apple had a release with TSMC + Samsung and users spotted a difference. There was quite a bit of negativity.

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Re:Nvidia buys $5B in Intel stock in seismic deal by high_na_euv on Friday September 19, 2025 @08:39AM (#45300985)

TSMC will not have state of the art on US soil.

Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil

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Re:Nvidia buys $5B in Intel stock in seismic deal by throwaway2037 on Sunday September 21, 2025 @05:58AM (#45321401)

    > Taiwanese gov prevents them from doing it. Leading node has to be on Taiwanese soil

This is bold claim. Do you have a public evidence to share? I have never once seen this mentioned in any newspaper articles that I have read about TSMC and their expansion in the US.

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Re:Nvidia buys $5B in Intel stock in seismic deal by high_na_euv on Sunday September 21, 2025 @02:29PM (#45325332)

https://www.tomshardware.com/tech-industry/semiconductors/ta...

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