this post was submitted on 26 Mar 2025
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Intel (INTCFinancialcould shift its immediate strategy toward revitalizing its chip design focus and expanding its foundry business by securing key clients like Nvidia (NVDAFinancial) and Broadcom (AVGOFinancial), according to UBS.

In a note to investors, UBS analyst Timothy Arcuri wrote that the near-term plan under new CEO Lip-Bu Tan is likely to highlight Intel's design and foundry capabilities. Arcuri added that Intel is working to finalize commitments from Nvidia or Broadcom to use its foundry services, while also advancing its 18A manufacturing process.

A new lower-power version of that process, called 18AP, is in development and could be more appealing to prospective customers. Arcuri said Nvidia appears closer than Broadcom to adopting Intel's foundry technology, potentially for gaming applications, although power consumption remains a major concern.

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