Intel could manufacture some AMD chips at its U.S. factories, but the available reporting describes early-stage talks—not a signed deal. Semafor reported on October 1, 2025, that the companies were discussing Intel becoming an AMD foundry customer. The report did not identify products, production volume, process nodes, or a particular factory, and said no agreement might be reached. Semafor’s report is therefore not confirmation that Intel will make Ryzen CPUs or any other specific AMD product.
What was reported about Intel and AMD?
Semafor’s Rohan Goswami reported, citing people familiar with the matter, that Intel was in early-stage talks to add AMD as a customer at Intel factories. Both companies declined to comment to Semafor. The report said it was unclear how much manufacturing might shift and that the discussions might not result in an agreement.
That distinction matters: a foundry customer relationship would mean Intel manufacturing chips designed by AMD; it would not mean Intel was designing or selling AMD processors. The report did not say the companies had finalized terms or started production.
Who makes AMD’s chips today?
AMD’s 2025 Form 10-K, filed February 4, 2026, describes existing wafer-supply arrangements with TSMC and GlobalFoundries. It says AMD uses TSMC for wafers for high-performance computing (HPC), FPGA, and adaptive SoC products, and GlobalFoundries for certain HPC wafers at 12 nm and 14 nm. The filing also says AMD relies on TSMC for all microprocessor and GPU wafers at 7 nm or smaller nodes. These disclosures describe AMD’s arrangements in that filing; they do not confirm a relationship with Intel. AMD’s 2025 Form 10-K
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Why might Intel want AMD as a foundry customer?
Intel launched its customer-facing Intel Foundry business in February 2024, offering process technology, advanced packaging, ecosystem support, and customer design engagement. The launch announcement explains Intel’s foundry strategy, but it is not evidence of AMD negotiations. Intel’s foundry launch announcement
Intel’s 2025 Form 10-K, filed in 2026, says Intel 18A entered high-volume manufacturing in late 2025 and is used for its Core Ultra Series 3 processor. The filing identifies Oregon and Arizona among Intel’s key production fab locations. It also says Intel is seeking significant external customers for Intel 14A, a node designed from inception for external customers, and warns it may pause or discontinue 14A and successor leading-edge nodes if it cannot secure a significant customer. Those details provide context for Intel’s push to attract outside business, not proof that AMD has selected Intel. Intel’s 2025 Form 10-K
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What is still unknown?
The available reporting and company filings do not establish whether the talks progressed to an agreement. They do not identify any AMD product, Intel process node or fab, manufacturing share, or production schedule. In particular, there is no basis in these sources to say Intel will manufacture Ryzen CPUs or AMD’s most advanced chips.
Without those details, readers also cannot compare Intel with AMD’s current wafer suppliers on cost, performance, or suitability for a particular product. The evidence supports a report of possible negotiations, not a product-level manufacturing plan.
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What would confirm a deal?
A confirmed agreement would need attributable company disclosure or reporting that establishes the relationship and its scope. The most useful details would be:
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- Whether AMD and Intel have signed an agreement, rather than merely held talks.
- Which AMD product categories and Intel process nodes are involved.
- Which Intel factory or factories would manufacture the chips, and when production would begin.
- Whether Intel would supply wafers only or also provide packaging and related foundry services.
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