Rumor
Analysis suggests a potential Intel-Nvidia deal would have varied impacts on Asian semiconductor manufacturers
Friday, September 19, 2025 at 10:10 AM
Market watchers anticipate that a speculated partnership or deal between Intel and Nvidia would create both positive and negative consequences for chipmakers across Asia, affecting supply chain dynamics.
Context
In September 2025, Nvidia announced a $5 billion investment for a roughly 4% stake in Intel, alongside a partnership to co-develop PC and data center chips. The move, aimed at boosting Intel's struggling manufacturing business and AI capabilities, was met with strong investor approval, sending Intel shares soaring 23% on the news.
The deal presents a mixed blessing for Asian chip giants TSMC and Samsung. In the short term, a revitalized Intel could divert U.S. regulatory scrutiny away from foreign manufacturers. However, the long-term risk is significant, as Nvidia could eventually shift its high-volume production from TSMC to Intel's foundry. Reflecting this uncertainty, TSMC shares fell 1.6% and Samsung dropped 1%, as investors weigh the potential for a major realignment in the global semiconductor supply chain.
Sources (7)
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