分析师预测：英伟达等大厂将成英特尔代工CPU客户
BenBajarin · x · 2026-08-11
Prominent tech analyst Ben Bajarin predicts that every major tech company manufacturing both AI accelerators and CPUs—including NVIDIA, Google, Amazon, Microsoft, and AMD—will eventually use Intel Foundry for their CPUs.
This insight builds on his January report detailing Intel's positioning as the CPU foundry of choice. The core thesis suggests that as TSMC struggles with severe capacity shortfalls driven by AI infrastructure demand, Intel is better positioned than Samsung to serve as the secondary source. Furthermore, the current US administration's push for domestic semiconductor manufacturing will provide strategic benefits to companies choosing Intel as a foundry partner.
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