Why packaging is a huge part of Nvidia's $5B Intel deal — Foveros could speed up market delivery
Amid Intel's deals, Intel Foundry remains notably absent — 18A and 14A are on the way, but success isn't guaranteed
Gelsinger was really pleased with this news, though, and took to X to say as such.
I have been affirming for years the need to build our most advanced products in the US and very pleased to see this step being taken. We need to have more resilient supply chains for the world's most important technology — semiconductors. Well done, go faster, build more, go… October 29, 2025
Nvidia and many other major tech companies have announced large US-based infrastructure projects over the past year . That's partly down to companies hoping to avoid the mercurial trade tariffs and export restrictions that the Trump administration has levied across a range of industries and countries since coming back to power in January.
As part of a chicken-and-egg metaphor, it's also due to a global shift towards nationalized technology and multi-polar supply chains that don't necessarily rely on China, and vice versa. We've seen the US and China tussle over even seemingly unimportant chip companies, like Nexperia in the Netherlands, as well as argue over rare earth mineral exports.
The specter of China's potential future invasion of Taiwan, where 90% of the world's most advanced semiconductors are manufactured, continues to loom over the whole endeavour, too.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/ex-intel-ceo-pat-gelsinger-praises-cutting-edge-nvidia-chip-production-with-tsmc-on-us-soil-despite-intel-missing-out-hails-manufacturing-milestone-of-us-based-supply-chain#main
- https://www.tomshardware.com
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