KlipC report: Nvidia CEO said at the meeting that it will consider letting Intel foundry chips, after the news that the two giants are expected to cooperate, its market value immediately soared to 4900 billion, while driven by the two giants' sharp rise, other chip stocks are also rising, AMD rose 5.8%, Microchip Technology rose more than 5%.
KlipC partner Andi Duan said: "The global "lack of core" this state has lasted for two years, not only cars, mobile phones, even like steel bars, concrete seems to be unable to hit the chip eight rods of the enterprise, but also affected by the lack of core, it is reported that the world has 169 industries have been hit by the lack of core, so when the chip giants in the technology industry came out of the news that there may be cooperation, but also let the market think that the lack of core dilemma seems to be able to be alleviated.
However, Nvidia's CEO said that he is very excited about using Intel factory foundry chips, because the OEM contract with Intel may be discussed for a long time, so the specific cooperation time has not yet been confirmed. He also expressed great expectations for the future cooperation vision of the two sides.
However, for WVIDIA on the success of the chip foundry cooperation with Intel, the market also has different voices.
Some market analysts believe that Intel and Nvidia always have a competitive relationship in the market, so it is difficult for the two companies to have a basis for cooperation, and he said that the core business of both sides is all kinds of general-purpose computing chips, from Nvidia's attempt to acquire ARM or NVIDIA to release chip Grace, all intended to show Nvidia's determination to enter the CPU field, so both sides are more competitive than cooperative.
TSMC and Samsung have always been long-term partners of NVIDIA, but last year, the United States forced it to disclose confidential production information to it, which also affected NVIDIA's upstream and downstream enterprises, so NVIDIA also began to look for other partners.
Alex Su, an institutional member of KlipC, said: "It is still not known whether the two sides will cooperate, but if Nvidia can reach this cooperation with Intel, it will inevitably affect the global supply of chips in the future." ”