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[Intel Reportedly Becoming Backup Chip Manufacturer for Google and Nvidia]

Published: Jun 9, 2026 10:10
According to The Information, TSMC's (TSM.N) capacity constraints are proving to be a boon for Intel (INTC.O). As the chip manufacturing giant grapples with massive demand for its chip production capacity, several major AI chip design firms, including Google (GOOG.O) and Nvidia (NVDA.O), are quietly turning to Intel as an alternative manufacturer. Nvidia is said to be evaluating Intel's advanced packaging and 18A process for future chips. In addition, the report states that Google recently placed an order with Intel to produce more than 3 million TPUs by 2028. On the news, Intel's (INTC.O) stock surged over 10% in pre-market trading.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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According to The Information, TSMC's (TSM.N) capacity constraints are - Shanghai Metals Market (SMM)