Following capacity shortages at TSMC, Intel will “manufacture more than three million Tensor Processing Units in 2028,” half the estimated 6 million TPUs Google’s expected to make in the next two years, The Information reports. Nvidia and SK Hynix are also reportedly testing Intel’s tech for manufacturing their chips. [Link: Google and Nvidia Consider Intel as Backup Chip Manufacturer | https://www.theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer | The Information]

Google has ordered 3M+ TPUs from Intel for 2028 and Nvidia is testing its 18A process, a rare vote of confidence in the struggling US foundry as TSMC strains.

TSMC’s capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip manufacturing capacity, several…

Google, Nvidia consider Intel as backup chip manufacturer, The Information reports