Analyst: NVIDIA Could Become Intel Foundry's 'Customer Zero' as a Second Source Beyond TSMC
BenBajarin · x · 2026-09-03
An analysis shared by Ben Bajarin argues NVIDIA has the strongest incentive of any chip company to help Intel Foundry succeed: more capacity converts almost directly into revenue, and NVIDIA needs a credible second source beyond TSMC.
The author suggests this could make NVIDIA Intel Foundry's 'customer zero,' much as Apple helped clear the path for TSMC years ago.
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