Analyst Says NVIDIA May Use Intel Foveros in H2 2028

NVIDIA may use Intel’s Foveros chip technology for some backend needs in the second half of 2028, according to a report from Korea’s GF Securities cited by Wccftech. The report describes a possible arrangement; it does not confirm that NVIDIA has selected the technology.

NVIDIA was previously tipped to use Intel’s 14A manufacturing process. In January, Taiwanese publication DigiTimes reported that the company would rely on Intel’s next-generation process technology.

The reported Foveros use concerns chip packaging rather than a confirmed switch in NVIDIA’s overall manufacturing. According to the report, relying on Intel for some backend work could ease pressure on TSMC’s packaging capacity as demand from the global AI rush strains manufacturing capacity.

Wccftech attributes the latest claim to GF Securities. The source material does not identify a specific NVIDIA product or provide further details about the potential work.